Custom fields on clients

Add the fields your firm needs, such as free zone or engagement fee, to every client.

A custom field appears on every client in the workspace, on the tab you choose. Only an owner or admin can add or change fields.

Add a field

1. Open Settings, then Customize fields.
2. Choose + Add a field.
3. Enter the Label your team will see, for example “Free zone”.
4. Choose the Type and where it Appears on: the Overview, Corporate Tax, VAT, or Accounting & Bank tab.
5. For a dropdown, enter the choices, one per line.
6. Set Required if a client cannot be saved without it, and Offer as a report column if you want it in reports.
7. Choose Add field. It shows on every client straight away.

Types you can use

• Short text, long text, number, amount (AED), date.
• Dropdown, or dropdown with more than one choice.
• Yes / no, email, phone and link.

Change, hide or delete

• Edit changes the label, choices, help text, order and whether it is required. The key made from the first label does not change.
• Set Status to Hidden to take a field off the screens without losing anything.
• Delete removes the definition. Values already entered stay inside each client, so creating a field with the same name again brings them back.