Custom Field Settings: Section

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You can organize your custom fields into sections.

For example, you can create a Meetings section and insert custom fields for Last IPS Review, Last Meeting Date, and Meeting Action Items.

Setting	Custom Fields
Custom fields without sections
Custom fields organized using sections	In this example, the firm has created two sections for account custom fields: Client Management, which includes Advisor Pay Rate, Client Level, and Next Meeting Date, and Financial Planning, which includes Client Lifecycle Status and Most Recent Goals Update. The custom field New Client? was not added to a section, and is displayed first.

Setting

Custom Fields

Custom fields without sections

Custom fields organized using sections

In this example, the firm has created two sections for account custom fields: Client Management, which includes Advisor Pay Rate, Client Level, and Next Meeting Date, and Financial Planning, which includes Client Lifecycle Status and Most Recent Goals Update. The custom field New Client? was not added to a section, and is displayed first.

For more information about custom fields, see Custom Fields for Accounts, Reporting Groups, Households, and Securities.