Set Custom Fields

Custom fields are fields that can be custom labeled specifically for your contact manager to meet the needs of your practice. They are used to track additional information that is not already captured in any other contact data field. [Figure 31b] shows the custom tab on the contact card and some examples of custom fields. This is the location where you can view and edit this information for each client.

Setting Up/Labeling Your Custom Fields

From the Custom Fields screen, you can set the labels for each of the fields. Here’s how you set them up:

1. Click on the Set Custom Fields button on the side menu of the contact manager.
2. Choose the field that you wish to name by clicking on the custom field drop down menu.
3. Type the name of the label of the field in the text box to the right of the custom field list.
4. Click on the update button.
5. If you inadvertently setup the name for a field and want to change it, select it from the custom field drop down menu (#2) and click on the delete icon (trash can) to remove it. Once you have deleted the label, you can name the item with a new label.