View and Search Custom Fields

You must have at least one client added to the MSP Organization. You must have access to view the configuration.
You can view all of the custom fields for a client using the search function.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Settings > Custom Fields on the left navigation menu.
  4. In the Custom Fields page, select the one of following tabs to access the tab-specific page to configure custom fields.
  5. Enter a keyword in the Enter Custom Field Name field.
  6. Click .