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Clients

Tags and custom fields

Label clients your own way with tags, and track extra details on every client with custom fields.

  1. Make tags
  2. Add fields
  3. Fill them in
  4. Filter clients

Tags are labels like "VIP" or "Monthly BAS". Custom fields hold extra details you track per client, like a service tier or a referral partner. They show in each client's Details.

How do I make a tag?

  1. Open Firm settingsTags & custom fields.
  2. Under Tags, choose New tag.
  3. Give it a Name and a Colour, then Save.

How do I add a custom field?

  1. On the same page, under Custom fields, choose New field.
  2. Enter a Label and pick a Type: text, number, date, a choice list or yes / no.
  3. For a choice list, type the Choices separated by commas.
  4. Under Show on, tick the kinds of client it applies to, or leave them all unticked for every client.
  5. Choose Save.

A field's type can't change once it's made. Choose carefully, or make a new field.

How do I tag a client or fill in a field?

Open the client's ClientDetails. Choose Edit tags to pick tags, or Edit beside the custom fields to fill them in.

To tag many clients at once, tick them on ClientsAcross clientsInsights and use Add tag….

How do I find clients with a tag?

On ClientsAll clients, pick a tag in the All tags filter.

How do I change a tag or field?

Open its menu and choose Edit. You can rename a tag or change its colour, and change a field's label, choices or who it shows on.

How do I retire a field?

Open its menu and choose Archive (keeps values). It moves under Archived, and you can bring it back with Restore.

Next

Insights, who needs attention

See which active clients have overdue work, missing records or loose ends, and act on them in bulk.

Put clients into groups

Keep a family or one owner's companies and trusts together, see their open work in one place and assign staff to the lot.

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Leads

Keep prospective clients on a board from first enquiry to engagement, then convert a won lead into a client in one step.

Merge or archive

Combine a client added twice, archive one who's left, or record that a business has ceased or a person has died.

On this page

How do I make a tag?How do I add a custom field?How do I tag a client or fill in a field?How do I find clients with a tag?How do I change a tag or field?How do I retire a field?Next