Every field on a client record, whether it is required, what it holds, and whether Aiwyn or your practice management system owns it.
Identity
Field
Required
Type
Client Name
Yes
Text
Client ID
Yes
Text, unique across the firm
Address
Field
Required
Type
Street address
No
Text
City
No
Text
Country
No
Select
State or province
No
Select
Postal code
No
Text
Billing
Field
Required
Send Invoices Electronically
No
Send Statements Electronically
No
Send Payment Notifications Electronically
No
Ownership
Field
Required
Type
Office
Yes
Select
Partner
No
Staff lookup
Manager
No
Staff lookup
Billing Manager
No
Staff lookup
Tax
Only available if your firm uses Aiwyn Practice.
Field
Required
Type
Tax regions
No
Multi-select
Custom fields
Only available if your firm uses Aiwyn Engagements and/or Practice.
Your firm can define its own client fields. They appear on every client record and are listed in Customize client fields. See Custom client field types and Add a custom client field.
