Settings · Octotax for Accountants
Custom fields and saved views
Track anything extra on a client, use it in emails, and save the filtered lists you use every day.
Custom fields
- In Settings → General, add a field: text, number, date, yes/no or a choice list, and the tab it appears on.
- Fill it in on the client record. Use it in email templates as {{custom.your_field}}.
Saved views
On Practice Manager and the service worklists, set the filters and columns you want, then save the view. Share it with your team if it's useful to everyone.
Still stuck?
Contact support: [email protected], we aim to reply within one working day.