Table of Contents

General Client Settings

OptionDescription
Enforce Unique Contact Email Addresses

Restricts email addresses for contacts.

OptionDescription
-- None --Allow duplicate email addresses
Primary ContactsNo two primary contacts (i.e. clients) can have the same email address
All ContactsNo two contacts of any type can have the same email address as another contact
Clients must use their email address as their username rather than defining their own. Existing clients can still login with their current username.
Enable Email VerificationCheck to send an email verification email when a new login is created or a client changes their email address. A notice will appear on the clients profile until they are verified.
Do not allow payments from clients with an unverified email address

Client Custom Fields

Custom client fields allow for additional information to be collected and stored for clients. These fields are configured on a per client group basis, allow only certain fields to appear for certain client types.

Custom client fields can be managed under [Setting] > [Company] > [Client Custom Fields].

Creating a Custom Field

To create a custom client field click the Create Field button on the Client Custom Fields page.

Editing a Custom Field

To edit a custom client field click Edit next to the field on the Client Custom Fields page.

OptionDescription
Client GroupThe client group this field should belong to.
NameThe display name for this field. This may be a language definition.
Name is language definitionCheck this box if the custom field Name is a language definition.
Type

The type of field.

OptionDescription
Text BoxA text input field.
Check BoxA check box field.
Drop Down

A drop down menu. If selected a table of options will appear.

OptionDescription
ValueThe value stored for the option.
Option NameThe name of the option.
Text areaA large text area field.
Default Value Checked (Checkbox only)Check to have this checkbox be checked by default
Default Text Value (Text area and text box only)The text that will appear in the text box by default
Visible to ClientsCheck to allow clients to see and update this field.
Read Only for ClientsCheck to prevent clients from updating this field.
RequiredSelect Yes to ensure that a value is given for this field, for Drop Down types the option must appear in the list of options. Select No to accept any value for this field. Select Custom Regex to ensure a custom regular expression to valid this field.
Custom RegexThis option will appear if Required is set to Custom Regex. Enter the custom regular expression to validate for this field here.
Encrypt ValuesCheck this box to store the value encrypted. This is highly recommended if storing any sensitive or personally identifying information.

Deleting a Custom Field

To delete a custom client field click Delete next to the field on the Client Custom Fields page. This will remove the field and all values stored for this field across all clients.

Required Client Fields

Select fields from this page to require when contact fields are being added or updated.  Check a box to require that field.  Grayed out fields are always required

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