What Are Client Custom Fields?
Client custom fields allow you to store additional, structured information about your clients. Unlike tags, custom fields use predefined dropdown options, which helps keep your data consistent and clean.
You can create as many client custom fields as needed to fit your firm’s workflow.
How to Import
During initial import:
- Use the full client data template.
- Add custom field columns on the far right.
After initial import:
- Use a simplified template with:
- Client Number
- Custom Field Name
- Value(s)
How to Set Up
- Go to Customizations → Client Custom Fields
- Create your field
- Add dropdown or multi-select options
Why use them?
They keep data consistent and prevent duplicate or misspelled entries.
Common Uses
- Services Provided (e.g., bookkeeping, payroll, tax)
- Client Groups (segment clients by type or tier)
- Document Checklists (track required client documents)
- Preparer Assignment (assign team members via user dropdown)
Bulk Assign Projects
- Go to Reports → Recurring Project Management
- Filter by a custom field (like “Services Provided”)
- Select clients and assign projects in bulk
Multi-Select Formatting
To assign multiple values in an import, use commas with no spaces:
Payroll,Bookkeeping
Final Tips
- Match column headers exactly to your custom field names
- Upload your file and notify support or your data migration specialist
Using client custom fields makes it easier to group clients, assign work, and keep your data clean.