You can create custom client fields that will appear in the Main section of a client's profile.
Custom fields let you extend client records in Firm360 beyond the standard set — adding whatever data points matter to your firm's workflow (like referral source, industry niche, services provided for the client, entity-specific details, or specific employee assignments). You define the field once at the client level, and it shows up consistently across matching client records, so your team captures and reports on exactly the information your firm cares about, not just the built-in defaults.
Note: Customizing client fields is only available for creation and edits if you have the Admin role.
To create or edit a client custom field, navigate to Customizations under the Admin section in the black ribbon on the left, then select Client Custom Fields.
Add a new custom field or edit an existing field.
Field types:
- Text Field - 1 line of text (2048 characters max)
- Text Area - 2000 lines of text (2048 characters max)
- Extended Text Area - unlimited text field - names the field and then add the contents on the main page via an edit window modal. (65,535 characters max)
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Select Field - dropdown list of choices
- This type of field will show as an option under Search Criteria in global Client tab
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Multiple Option Field - select multiple options in the list
- This type of field will show as an option under Search Criteria in global Client tab
- Date - the ability to select a specific date from the calendar
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User Dropdown - provides a user selection list
- This type of field will show as an option under Search Criteria in global Client tab
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Document Checklist - Create a Personalized checklist at the Client Level
- List will be created on the client's Main tab. More information can be found here.
For Select Field and Multiple Option Field: You are able to rearrange the order in which the options appear in the drop down by dragging and dropping them in the wanted order. The Services Provided client custom field that uses the multiple options field allows to filter clients by the services you provide to them.
Additionally, you can make the new Client Custom Field required or Sensitive.
- Required field - if the field is required, a red asterisk will appear indicating it is a required field.
- Is Sensitive - if toggled on, the field will be hidden on the main page with the word 'show' to be clicked to reveal the text in the field.
Extended Text Area - after creating the field you will come to the client main page to add/edit the text field contents. Click on the blue pencil icon to edit and add text.