You can customize your client record fields in two ways. Firstly from within the client record itself. Secondly through the settings page.
Here are the steps to customize the sections:
Navigate to a client’s page
Navigate to the personal information tab
Scroll to the bottom of the page
Select 'add new section'
Give the section a name
Select 'save section'
Here are the steps to customize fields:
Navigate to a client's page
Navigate to the personal information tab
Select ‘new field’ in the top right corner of the section you would like to edit
Select which field you would like
After selecting a field, name the relevant field, the section will automatically populate
Click 'save field', the field should now show on the section you added it to
Here are the steps to customize client records through the settings page:
Navigate to the Workspace Settings Page
Navigate to the Custom Fields tab
Select edit in the customise client fields section
To add a new section follow the earlier steps here
To add a new field, follow the earlier steps here
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.