Custom Fields allow you to define what data is to be collected for all entities. For example, you may want to collect information about PEP status, source of wealth or industry. Custom Fields can be grouped by Custom Field Categories. Step 1 To amend or create a custom field, users should first click on the […]…
Category : 5. Custom Fields & Checklists
Step 1 Users should first click on the Settings tab at the top of the screen. Under the Custom Fields section, users should then click on Custom Fields. Step 2 Users will now be directed to a list of all custom fields that are currently included in the system. Then, they should select from this […]…
Custom Field Categories are used in the system to group multiple custom fields into a particular section, simplifying the data input process for users. Step 1 Users first need to click on the Settings tab at the top of the screen. Next, under the heading Custom Fields, users should click on Custom Field Categories. Step […]…