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Custom Fields Settings

Contents

Introduction

When there's a piece of information your firm wants to track but that isn't included as a default setting in Tamarac, you can create a custom field to capture that data. For example, if your firm ranks clients in tiers, you can create a custom field to reflect and report on those tiers in Tamarac.

Create a new custom field on the Custom Fields page available under Setup.

This page provides links to the settings you use to create a new custom field.

For more information on using custom fields, see Custom Fields for Accounts, Groups, Households, and Securities.

Custom Fields Settings

The following settings are available when you create custom fields.