Enter Smart Fields in Client Profile
Cait Potter
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6 steps
Dubsado
1
Navigate to the relevant project.
2
To input CLIENT information, click here.
3
To input PROJECT information, click here.
4
To input information into a CUSTOM MAPPED FIELD, click here.
5
Select the field and enter the information.
6
No matter the field type, always click "Save"!
information ordinal icon
Check out this video! [https://www.youtube.com/watch?v=2YKmOTEXD-Y](https://www.youtube.com/watch?v=2YKmOTEXD-Y)