Custom fields let you capture the data your firm cares about against every client — tax references, regulatory IDs, internal classifications, country-specific identifiers, anything not in the built-in fields.

  1. Click the gear icon in the top navigation and choose Client Fields (or open the corresponding page from Settings).
  2. Pick the client type to configure — Individuals or Business Entity — using the tabs at the top.
  3. Build the structure:
  • Click Add Section to create a heading (e.g. "Tax Information", "Bank Details").
  • Within a section, click Add Field and choose the type:
  • Text / Multi-line text — free-form answers.
  • Email / URL / Number — validated entries.
  • Yes/No — boolean toggle.
  • Dropdown / Multi-select dropdown — fixed options (link to a shared Dropdown Field for re-use across clients).
  • Date / Date and time.
  • File — document upload (with optional expiry tracking).
  • Member — pick a team member.
  1. Configure each field:
  • Name — the label shown on the client.
  • Required — enforces a value on save.
  • Filterable — adds it to the clients list filter modal.
  • Searchable — included in the clients search.
  • Private — visible only to specified members (useful for sensitive data).
  1. Drag fields by the handle to reorder, or drop them into a different section.

For KYC-specific custom fields (e.g. PEP status, source of funds), choose KYC Settings from the gear icon instead — the structure is the same but applies only inside the KYC workflow.

Tip: Build dropdown options as shared Dropdown Fields (Settings > Dropdown Fields). One change updates every client field that uses them.

Note: Field Groups let you capture repeating rows of related data — e.g. multiple bank accounts, each with its own set of sub-fields. Use Add Field Group instead of Add Field for those.