We know you can track specific kinds of information that's why we made our system in a way you can customize. If you need to collect some additional informations about your clients we recommend you to use additional fields. The fields will be added to a client card and you will be able to use them everywhere in the system. You can add fields by clicking here on a client card:
When creating a field you have to provide the name of the field and its type. You need to also decide if the field will be added only to this specific client or to every single existing and new client added to a system.
You have four major types of fields:
Text:
You can enter any type of text in this field
Date:
You can select date and time in this field
Checkbox:
It's a simple tick to select option, put a tickbox if something is selected
Selectbox:
You can select (from added options) one single answer in this field
