1. Create the New Field 

In the Windows Client, under the folder list on the left hand side, expand Administrative Folders > Information, and highlight the profile folder that you would like to add the field to (If you wanted to edit the “Client” profile, you would highlight the “Client Information” folder).

On the top Windows Client navigation bar, click Folder > Edit Folder > Additional Fields.  Here you will see all of the fields that are currently listed under this profile including what type of field it is. 

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To add our new field, click “New..”.  Enter the following information for the new field:

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1. Name, (eg. “Website Details & Access”)
2. Description (eg. “Any additional information regarding the website, and/or access information” – clarifying the field avoids confusion and is great for firm-wide data integrity, and overall best practices.)
3. Category (if your firm uses this)
4. Person/Company (eg “Company Contacts Only”- Make sure this matches the overall Person/Company constraints of your profile)
5. Field Type (eg “Text” – Choose whichever field will best suit the data)
6. Additional Field Type Data (Note* this will change depending on what type of Field Type you use.  For our example, once we select “Text”, it asks us to set the maximum characters for the field)
7. Include Secondary Field Checkbox (Do you need to note any additional data for this input?)
8. Multiple Values Checkbox (Will the field have multiple values?)

Once you have filled this in, click “OK”.  You should now be able to see the new field in the field list.  Note* If you added a list field, you will need to add all of the list values by highlighting the field and clicking “List Items…”.

2. Make the field available for users to input data

Now that we have created our new field, I want to make sure that users within the firm who are using the web client can add data to the field.  What good would it be if no one could add information to the field!

On the top Windows Client toolbar, click Tools > Web Client Profiles Manager.  From the list of profiles in our firm, highlight the profile that we want to add the new field to, and click “Edit”. 

A new window will appear to edit the web client profile.  Navigate down to “Profile Attributes” and you will see the current fields that are listed for the profile.  Click New > Additional Fields > OK. 

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At this point, we will need to locate the new field that we created above.  First, click the “Folder Specific” radio button.  Then, click on the hour glass next to “Folder:”, to browse for our new field. 

At the “Find Folder” window, under “Folder Class”, select “Administrative Folder” from the drop down menu, and click “Search”.  Locate the administrative folder that pertains to the profile, and click “OK”.

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Now, the “Field Name:” will be populated with fields from the profile folder we selected.  Highlight the newly created field that we want to add, and click “OK”.

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The new field will be listed under the “Profile Attributes”.  If you wish to change the order in which the fields will appear to the users on the web client, you can highlight any of them and click on “Up” or “Down” at the bottom of the window.  When you are ready, click “OK”, and then “Close” the “Manage Web Client Profiles” window.

That’s it!  After a few minutes you will be able to login to the Web Client and see your newly added field.  If you have any questions, email me at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it .