Custom data allows you to capture additional information about your clients which might not be recorded in the Details section. Custom data fields are based on free text responses and can also be extracted giving you an excel spreadsheet with all custom data entered into coreplus.


Creating a custom data template

1. From the Dashboard, click on Setup then Settings

2. Click on
Custom Data

3. Click on Create Custom Data

4. Set a name and the number of questions to ask, then click

5. Fill out the questions, then click Finish

📝 Once you've created the template, you can apply custom data to a client's file.

Did this answer your question?