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How to Customize The Client Fields

Overview

StudioCloud supports customizing the new/edit client window to only show the client fields that you use. Please note that the changes apply to the client, prospective client, and lead windows.

Samples of Customized Client Windows


How to Open The Customize Clients Fields Window

  1. Click on the Clients component
  2. Click on the Settings tab
  3. Click on the Customize Client Fields button

How to Enable or Disable The Custom Client Fields

  1. Open the customize client fields window using the instructions above
  2. Click on the Custom Fields tab
  3. Click the checkboxes to enable the desired custom fields

How to Customize The Custom Field Wording

  1. Open the customize client fields window using the instructions above
  2. Click on the Custom Fields tab
  3. Enter the desired custom field wording

A Sample of the Customize Client Fields Window