Client User Fields

Client User Fields are custom fields that can be used to track data on client accounts. Fields not entered into Liberty by default, but data we wish to track.

1. Within Liberty select Setup > Maintain > Client User Fields.
   
   The Edit User Fields dialog box will open.
   
2. Highlight a field you wish to modify and select the Edit button.
   
   The Details of that User Field will open.
   
   • Caption : Enter in the customer name you want to use for this field.
     
   • Show Field On Lookup Grid (Check Box) : Selecting this will allow the custom field to show up in the Client Account List.
     
3. Select the OK button when done.
   
   You should see the the changes you have made.
   
4. Select the OK button again to close out of the Edit User Fields dialog box.
   

You should now see the changes in the Client Account List and in the Account Details.

Click the following link to move to the next article in this section:
Fee Frequencies

Client User Fields Liberty Reports Overview Charities / Charity Accounts Fee Frequencies Filter Codes Group Deductions Item Dispositions Item User Fields Locations Payment Accounts Recurring Fee Types