If you have set up Custom Fields in your Xero Practice Manager (for example, to distinguish the client type (such as A, B or C grade clients, to record additional address or contact information, or for other indicators), these Custom Fields display on the Client - Custom Fields tab in FYI.
- You can add one or more Custom Fields as columns in the Clients List and use this to sort and filer the Clients List. Refer to Searching for Clients.
- You can use Custom Fields in the Merge Fields in email templates and in Word and Excel templates.
Refer to Including Merge Fields in Word Templates and Stationery, Including Merge Fields in Email Templates and Signature and Including Merge Fields in Excel Templates.
- You can use Custom Fields in Custom Processes. Refer to Custom Processes.