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Choose fields for creating new clients

Customise the fields when creating new clients on Collums or online

Written by Natalie Fearn
Updated over a month ago

To choose which fields you wish to be shown (and must be completed) when a client is created, first navigate to Admin > Lists.

From here you can customise the fields depending on whether they are being created online or via Collums.

You can tick the fields you wish to show and if they are to be required or not. To re-order, drag and drop the fields using the six dots to the left of each field:

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