In addition to the basic client details you can store inside of Jetpack Workflow (name, address, email) you have the capability to create what are called custom fields. You can create and customize your own custom fields for any additional information you'd like stored on a client's profile. These can range from secondary contact information to things like fiscal year end or partner in charge. You can really make a custom field for any information your team would find helpful! Custom fields are not searchable at this time. They are simply stored inside the client's profile for you to view at a later time. Here's steps on how to create your own custom fields!
1. First, click the Clients tab
2. Click on any client's name to access their profile and then click Edit
3. Scroll down a bit until you see Add Field option
4. Create your custom field by entering a field name and then the corresponding client information. If you just want this field added to this particular client, you can save. If you want to make this a default field, heck the box next to your custom field. Making this custom field a default field will automatically make it a field on both existing and future client profiles
5. Click Save Client to save your changes
