Creating a New Custom field

Owned by Debby Gibson
Last updated: Sept 14, 2020 by Marleze Scheepers (Unlicensed)
3 min read

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 and allows you to easily and quickly group clients in a specific category, as well as send out email communication to those clients.

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:
  1. Log in to Nimbus and select Templates
  2. Select Client Templates
  3. Click the Custom Fields icon on the toolbar
  4. For integrated custom fields: Using an empty field, enter the name of the Field exactly as it has been set up in your Practice Management database (e.g.: XPM, MYOB AE etc).
  5. For non-integrated custom fields: Using an empty field, enter the name of the Field you wish to add.
  6. Select the type of field, for integrated custom fields it will generally be Data List. 
  7. For integrated custom fields, set the flag to Integrate. For non-integrated custom fields, the Integrate option should be left unticked.
  8. Click the Update button to save your changes
  9. 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.
10. Click on the blue Properties arrow to edit the Custom Fields for each Client Template.
11. Enable or disable each field as appropriate, then click Update.


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.