How can I customise the client custom fields section in the client details page?

Setting up your client custom fields can be created by completing the following steps:

• Login to CentricFlow and select the Account Settings menu
  
  

  

 

• Select Custom Fields on the Settings Menu.
  
  

  

  
  

•  Within the textboxes, enter the display name of the custom field, and the system will save this automatically.
  
  

  
  
  
  

• When you then visit the client profile, the custom fields will show on the basic details page at the bottom.