1. Go to: Configuration >> Custom Fields.
2. Run your mouse over the green options icon and click New Custom Field.
3. Enter a custom field name.
4. Select the header from the dropdown box.
5. Select the modules that will use the Custom Field.
6. Select the permissions for the Custom Field:

• Private: Only accessible to the administrator
• Read only: Data entered by the administrator can be seen by the client but not edited
• Read/write with approval: Data entered by the client requires approval by the administrator
• Read/write without approval: Data entered by the client does not require approval

7. Select where you wouldl like the Custom Field to display.

• com: Select whether or not this Custom Field will appear to clients when they edit their profile and whether or not a value is required
• Application Forms: Select the client application form if this Custom Field will appear and whether or not a value is required by those filling in the application.

8. Choose the type of field.

9. Enter a description if desired.
10. Click [Save].