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15.4 Enabling Custom Field Groups for Client Connect

15.4 Enabling Custom Field Groups for Client Connect

 

this lesson will show you how to enable a custom field group on Client Connect. Enabling a field will make it visible to clients using the feature.

 

 

 

To enable a field group on Client Connect, access the field group through the settings menu. To make the group visible on client connect, Just check the "Visible on Client Connect?" box.

 

 

Once a field group is enabled on Client Connect, it will be visible to the client when they access AgileCase