You can reorder the client custom fields that appear on the Main page of a client.
Note: Customizing client fields is only available for creation and edits if you have the Admin role.
To Reorder Custom Client Fields:
1. Navigate to the Customizations tab in the black ribbon.
2. Select Client Custom Fields.
3. Select Reorder.
4. Move the Client Custom fields using the up and down arrows or simply drag and drop them to arrange them in the desired order.
Note: There is no Save button. Your changes will be automatically displayed in Firm360.