...chart client progress?
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Modified on: Fri, May 29, 2020 at 10:04 AM
Setup & Configuration (Administrators)
- Configure the custom service fields to be charted
- Go to [navigation menu] > Service Fields.
- Add or edit an existing field being sure to check "Chart Progress."
- Repeat for all fields that should be charted.
Using the Custom Fields
- The custom fields will be visible on all services, and can be found above the "Billing" section in the detail column.

- Once a client has values completed for these fields, you will be able to view the relevant data from the client's profile.

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