Custom Fields are stored in the Client Entity information (second tab when you edit a Client record).
This information is useful if you wish to filter the Client List using the data stored in a Custom Field.
Custom Field data may be synchronised from your Practice Management database, or they may be created manually, and thereby updated manually.
Step-by-step guide - synchronisation from your PM database
You will need to do the following to bring this new field into Nimbus:
- login to Nimbus and select Templates
- select Client Templates
- click the Custom Fields icon on the toolbar
- using an empty field, enter the name of the Field exactly as it has been setup in your Practice Management database (e.g.: XPM, MYOB AE etc)
- select the type of field it will generally be Data List
- set the flag to Integrate
- click the Update button to save your changes
The system will then display an Advice:
This means that the data won’t be synchronised until a Full Client Sync is performed.
If you have access to Admin, you can run this routine via the AutoMate option.
Alternatively, you may be required to request your IT Support team to run this routine for you.
Note that if your Nimbus account is not integrated with a PM system you will not need to set the integrate flag on the Custom field, nor will you need to run a Full Client Sync.
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