Create custom fields

Step 4: Set up clients

Custom fields allow you to record your own customised information in Practice Manager, in addition to the information that is already captured in the application. Custom fields are also known as dynamic fields, extra fields, or user-defined fields in other accounting applications.

Key Learning Points

  • Create as many custom fields as you need, and decide in what order you would like them to appear.
  • Add a custom field of type “Heading” to group fields into logical sections.
  • Create customs reports to extract the information contained in custom fields.
  • If you are planning to import your client records, and your client information contains customised information, then you should create the custom fields in Practice Manager before running the import.

Tips & Tricks

  • Examine your current list of custom fields (if you have any) and clean out old and obsolete fields that are no longer required. Only retain the ones that you still require.
  • Identify additional data that would be useful to record in Practice Manager and you have not recorded in the past.
  • Reflect on how you want to report on a field to help you decide what type of custom field you will create. For example, do you create a text box or a dropdown to record Start Month?

What should I do now?

  • Review all custom fields in your current system, if you have any. Decide which ones you want to bring across to Practice Manager.
  • Identify additional information you want to record, where no custom field exists yet. You can do this for client information, as well as for contacts, jobs, leads and time sheets.
  • Plan your custom fields, and select the right type for each field.
  • Add custom fields in Practice Manager.
  • Proceed to the next tutorial: Add clients manually.

Useful Links