We’re introducing Customer Custom Fields—a new way to capture, organize, and track the information that matters most to your business.
Custom Fields let you create personalized data points directly on customer profiles, helping you better understand client needs and deliver more tailored services. You can use pre-built templates or create your own fields, including text, dates, reminders, and calculated values such as formulas.
Fields can be grouped for easier organization and added to forms or SOAP notes, allowing you to collect information seamlessly throughout the client journey. Once submitted, responses are automatically saved to the customer’s profile and across devices.
You can also track changes over time with visual trend views, making it easier to monitor progress and maintain accurate client records.
Customer Custom Fields are now available to help you streamline client data and enhance personalization across your business.