Client Fields

Frequently Asked Questions

How to delete the “Email” client field?

This is a system field that cannot be:

• Deleted
• Edited
• Made mandatory

Solution: You can leave the field empty - it doesn’t require mandatory completion.

Client field not appearing after creation

To make the field appear:

1. Go to Settings → Client Types
2. Select the desired client type (e.g., “Individual” or “Company”)
3. Link the created field to the selected type

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Adding and Configuring Additional Fields in Client Cards

You can add extra fields to client cards to collect useful information. For example, let’s create a “Client Status” field and link it to a reference book with predefined values.

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How to Add a Field:

1. Open Settings.

2. Navigate to Client Fields.

3. Create a new field named “Client Status”.

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How to Link Reference Book to Field:

1. In Settings, open Reference Books.

2. Create new reference book named “Client Status”.

3. Add values to the reference book, e.g.: Best Client and Blacklist

4. Return to Client Fields, open the “Client Status” field and link the created reference book to it.

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Important!

For fields to appear for specific client types:

1. Go to Settings.
2. Open Client Types.
3. Select the desired type (e.g., “Individual” or “Company”) and attach the field to it.