Admin Posted March 11, 2022 Share Posted March 11, 2022 Client custom fields are here! Until now, Dibcase has been limited to a very small subset of "client" fields that was not expandable. Now, everything is possible with our custom client fields. For example, client's father's name, last job, household composition, prior applications, etc... are now possible. We've built an interface for you to create the custom fields and they are: 1. Exportable in client excel exports from "Client List" page 2. Custom client fields will appear on any "Client" Intake form 3. Are usable in the reports module Fields can be marked as PII and will be stored under the PII tab or Misc tab if not sensitive. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.