Our all new Custom Client Fields allow you to create an infinite number of custom database fields so you can now store new client information in your client details screen.
When you sign up to inForm we have a pre-set number of default client information fields like name, addresses and email. But now with the new Custom Client Fields you can add you own fields and store whatever you like! Example might be Workcover details, Marketing questions that you ask of each client, PARQ, Parent Names and the list goes on.
Adding new Custom Client Fields is easy – just go to “Clients > Custom Client Fields” and add in a new category name. Then add your fields.
This new feature allows you to create field categories and then add any number of fields to that category. You can order the fields and also organise the order of categories using drag and drop ordering. Whatever order your organised your categories this is how it will appear on your client details screen.
We’ve also added in the feature to deactivate your custom field categories if in the future they are no longer relevant to you or your business.
If you are on our Plus plan (or higher) only the owner of the account or an admin will be able to add or modify your new custom client fields.
All custom fields can be exported into Excel from your clients screen.
We believe this feature will give you so many more options to use inForm as a flexible client database within your practice management software – we hope you like it too!