With zistemo you can add more information about your clients by using Custom Fields. You’ll see this tab under Client Details on the edit client page.
As you can see, Client Custom Fields could be different field types. These fields are also added to Client Export.
Add new Custom Fields
You can choose five different field types:
On a textfield users can enter any text they want wit max. 255 characters.
Users can enter date only. Allowed date format is the one from the company profile
User can make binary choice only, e.g. true/false or yes/no. Checkboxes can be either active or inactive
Users can select a value from a system list (e.g. staff members)
You can create your own list and users can select values from that list only.
If you enter values to a picklist use the semicolon ; as a separator (space isn’t needed)
PS: Don’t forget to save your changes 😉