Some details matter only to your kind of business: a client's DSC expiry date, a matter number, a visa type. Add them as custom fields in Settings → Custom fields.
Add a field
- Under Clients, Projects, Tasks or Leads, click Add field.
- Name it, and choose its type: Text, Number, Date, Choose from a list (enter the choices, separated by commas) or Yes / no.
- Tick Required if it must always be filled in.
- Click Save custom fields.
The fields appear on the form (clients under More details) and on the record. A field's type can't be changed once it's saved, so the values already entered stay correct. Removing a field hides it, and its value is dropped from each record the next time that record is saved.