Agency Admin - Learn how to:

  • Distinguish Custom Field Types 0:32
  • Create Custom fields 1:44
  • Create a Radio custom field 2:20
  • Create a Checkbox custom field 3:43
  • Create a Textbox custom field 5:10
  • Create a Dropdown custom field 6:35
  • Create a Large Textbox custom field 7:23
  • Edit Custom Fields (with a word of caution) 8:00
  • Place Custom Fields on the Client Intake page for individual Roles 9:57
  • View Custom Fields on Client Intake Page by Role 12:38
  • View Custom Fields Descriptions on completed Form 13:45