You can create and manage custom field for staff, allowing you to enter custom information needed by your firm on the staff profile Custom tab. See Entering Custom Staff Information for more information about enter custom information in the staff profile. The following field types can be added:
- Check box
- Client list
- Currency
- Date
- Department list
- Drop-down list
- Number
- Office list
- Rate
- Staff list
- Text
To add or modify a staff custom field entries, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click
- Select Staff List > Custom Fields - Staff on the navigation panel.
- Do any of the following:
- Add a record. Click New on the button bar. The Custom Field - Staff window displays. See Adding or Editing Staff Custom Fields for more information on adding a record.
- Edit a record. Select a row in the grid and click Open on the button bar, or right-click a row and select Open from the menu. See Adding or Editing Staff Custom Fields for more information on editing an existing record.
- Delete a record. Select a row in the grid and click Delete on the button bar, or right-click a row and select Delete from the menu to permanently remove the selected item.
- Print the current view of the grid. Click Print on the button bar, or right-click the grid and select Print from the menu.
- Find a record. Click Find on the button bar or right-click a record on the grid and select Find from the menu to search for a record in the grid. Enter the complete criteria to search for a specific record or partial information to search for similar matches, and then click Find Next to select the next instance of your criteria in the grid.
- Export the current view of the grid. Right-click the grid and select Export from the menu.
- Reorder records. Right-click a record in the grid and select either the Move Up or Move Down option from the menu. You can also click a row and drag it to the desired location in the grid.