Clients - User Defined Fields

Owned by Thomas Sherman (Deactivated)
Last updated: Oct 25, 2021 by Bettina Borces

User-defined fields (UDFs) allow you to add custom attributes to clients that are specific to your business. These attributes can be pulled into Projector's reports for analytical reporting. 

Permissions and Settings


To view clients, users must have the global permission to view clients.

To update clients, users must have the global permission to update clients.

User-Defined Fields

Available UDFs are specified and configured from the User Defined Fields Editor.