For workspace admins only

When adding a client, the second step is filling out custom fields. The two default custom client fields are Monthly Payroll Date and Year End Date.

Custom fields are also used when setting up client filters.

To configure client fields, click Settings across the top, and open the Client fields tab. The two default fields are listed, and you can add more as needed.

Each custom field has a field type: Text, Number, Date, or Yes/No. You can also decide whether each field should be required when setting up clients.

Tip: Client fields are listed in alphabetical order. If you want your client fields to appear in a specific order, we recommend numbering them.

Be sure click Save all changes.

Note that custom fields can be deleted, though you can’t delete custom fields that are in use.

See also:

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