The 'client details' form

<p><strong>The 'edit client' form is where all client information is stored. This is where you can choose to add more tabs or fields to store client data.</strong></p><p><br></p><p>For example, you might want to add a text box to store client reference numbers, or store clients' contact preferences.</p><p><br></p><p>To edit this form, go to Settings &gt; Forms &gt; Edit Client</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033554550/original/upEutABAXQhFBtHFZWtJJ2A_nwqwDZNWPQ?1524827878" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033554550/original/upEutABAXQhFBtHFZWtJJ2A_nwqwDZNWPQ?1524827878" data-fileid="12033554550" data-uniquekey="1524827452875" style="width: 182px; height: 291.562px;"></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555362/original/cEl0US13enDy_7yH_XHqhb0Hf3O-vz3mUw?1524828778" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555362/original/cEl0US13enDy_7yH_XHqhb0Hf3O-vz3mUw?1524828778" data-fileid="12033555362" data-uniquekey="1524827452875" style="width: 276px; height: 369.207px;"></p><p><br></p><hr><p><br></p><p><strong><span style="font-size: 16px;">Tabs</span></strong></p><p><br></p><p>The edit client form has a number of tabs, which match the tabs that display on client pages. To add a new tab, click 'Add tab'.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555396/original/Lpet_7tjT_HiL4i2GY709taljHRTvXGnSA?1524828826" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555396/original/Lpet_7tjT_HiL4i2GY709taljHRTvXGnSA?1524828826" data-fileid="12033555396" data-uniquekey="1524827452875" style="width: 796px; height: 219.935px;"></p><p><br></p><p>For each tab, you can select a tab name...</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555645/original/9SCUCSw4I1F9WFPaUSosr4giChBpKfoVgA?1524829351" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555645/original/9SCUCSw4I1F9WFPaUSosr4giChBpKfoVgA?1524829351" data-fileid="12033555645" data-uniquekey="1524827452875"></p><p><br></p><p>...tab type...</p><p><br></p><p><img class="fr-dib fr-draggable fr-bordered fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555668/original/hOrqDqBUW_gOr0rf4jm1z_wfnJzDbThseQ?1524829394" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555668/original/hOrqDqBUW_gOr0rf4jm1z_wfnJzDbThseQ?1524829394" data-fileid="12033555668" data-uniquekey="1524827452875"></p><p><br></p><p>...and introductory text to display at the top of the tab. You can also add filters to each tab, for more information about filters <a href="https://support.senta.co/support/solutions/articles/5000577619-how-do-filters-work-" rel="noreferrer noopener">click here</a>.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555748/original/P8unkRyFwSx0dLIRCuYW3YP38m44sDWuzw?1524829534" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555748/original/P8unkRyFwSx0dLIRCuYW3YP38m44sDWuzw?1524829534" data-fileid="12033555748" data-uniquekey="1524827452875"></p><p><br></p><hr><p><br></p><p><strong><span style="font-size: 16px;">Fields</span></strong></p><p><br></p><p>The 'general' tab has a number of fields, where you can input client data when creating/editing a client.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555874/original/8sLZ2Qg7TCBUbgV2obdgfnojivPj62mxLQ?1524829774" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033555874/original/8sLZ2Qg7TCBUbgV2obdgfnojivPj62mxLQ?1524829774" data-fileid="12033555874" data-uniquekey="1524827452875" style="width: 309px; height: 322.011px;"></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033556481/original/S4sCWLIlmV3G-eHGi9__RMmV9KuEpDsAPg?1524830916" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033556481/original/S4sCWLIlmV3G-eHGi9__RMmV9KuEpDsAPg?1524830916" data-fileid="12033556481" data-uniquekey="1524827452875" style="width: 443px; height: 547.135px;"></p><p><br></p><p>You can add as many fields as you need to each tab. To learn more about editing/adding to forms, <a href="https://support.senta.co/support/solutions/articles/12000042435-creating-a-form" rel="noreferrer noopener">click here</a>.</p>