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How to create a custom address, phone & email address type for clients
How to create a custom address, phone & email address type for clients

Learn how to create custom types for client data

Updated over a week ago

The client manager supports the ability to add multiple addresses, email addresses and phone numbers to your client profile.

These types are available as presets but you can also add a custom label.

To add a custom address, email address or phone type, enter the client profile you wish to modify and click the "Edit" button.

From here scroll down to the address section and click on the "+ Address/Phone/Email" button.

Select "Extra" from the drop down list followed by the 3 dots on the far right hand side of the newly created text field.

This will display a text box for you to add a custom address/phone/email type name. Go ahead and set the name you would like, add the address/phone number/email address itself and hit the "Save Changes" button to finish.

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