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Custom Client Fields allow for additional information to be collected and stored for clients, and they can be created and modified here.Various settings for clients including information requirements, custom client fields, and email verification settings |
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General Client Settings
| Option | Description | ||||||||
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| Enforce Unique Contact Email Addresses | Restricts email addresses for contacts.
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| 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 Verification | Check 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.
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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.
| Option | Description | ||||||||||||||||
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| Client Group | The client group this field should belong to. | ||||||||||||||||
| Name | The display name for this field. This may be a language definition. | ||||||||||||||||
| Name is language definition | Check this box if the custom field Name is a language definition. | ||||||||||||||||
| Type | The type of field.
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| 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 Clients | Check to allow clients to see and update this field. | ||||||||||||||||
| Read Only for Clients | Check to prevent clients from updating this field. | ||||||||||||||||
| Required | Select 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 Regex | This option will appear if Required is set to Custom Regex. Enter the custom regular expression to validate for this field here. | ||||||||||||||||
| Encrypt Values | Check 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