Extended Fields in Client Manager

Extended Fields are customizable fields that you can add to your contacts and applications. This allows you to track information that is not included in the default program.

To add extended fields, click the Settings link in the top right corner of the screen. Click on the Create Custom Extended Fields in the main part of the screen or Extended Fields under the Quick Links heading on the left.



You can choose to add an extended field to Contacts or Applications by choosing the correct +Add Custom Extended Field option.

When an extended field is added, you will be prompted to give the field a name and choose a format. Fields can be added as Text, Number, Percent, Yes/No checkbox or Date fields.


Click Add Custom field when finished filling in name and type. That field will now be found under the Extended fields heading in either the Contact or the Application record.

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