Jump to content

New Feature: Client Custom Fields


Admin
 Share

Recommended Posts

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

815568935_ScreenShot2022-03-14at9_30_23AM.thumb.png.451184f656fa7feeea39d1ef162c9b04.png

 

1785546898_ScreenShot2022-03-11at10_18_29AM.thumb.png.44a9c2afd27b10ba166bab5e0f249110.png

Fields can be marked as PII and will be stored under the PII tab or Misc tab if not sensitive.

 

 

Link to comment
Share on other sites

  • Admin changed the title to New Feature: Client Custom Fields
  • Admin pinned this topic
  • Admin unpinned this topic

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.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

 Share

×
×
  • Create New...