# How do I set custom field values while adding a new client?

To set custom field values while adding a new client, follow these steps.

**Step 1:**                                                                                                                                                                                                 Click on the plus sign in the top-right corner of the panel.

<figure><img src="/files/Qm0HrcL3xod3QDvF4qCs" alt="" width="563"><figcaption></figcaption></figure>

**Step 2:**                                                                                                                                                                                                       From the options that appear, select "**New Client**."

<figure><img src="/files/9WitBtVuragkXcSn8sra" alt="" width="563"><figcaption></figcaption></figure>

**Step 3:**                                                                                                                                                                                                                             Then you need to fill in all the necessary information; simply click on the 'plus' icon located next to the custom field to add it.&#x20;

<figure><img src="/files/95j2d9PfMZYCxTGJEHdX" alt="" width="563"><figcaption></figcaption></figure>

**Step 4:**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Please enter the desired values for the custom field as per your specific requirements.

<figure><img src="/files/nFTcdEnE387Ro78l54jL" alt="" width="563"><figcaption></figcaption></figure>

**Step 5:**                                                                                                                                                                                                              To complete the process, please click the "Next" button and enter the client's contact details. Finally, click 'Save'.

<figure><img src="/files/HVfGjEnPtYe4UNVlw5jX" alt="" width="563"><figcaption></figcaption></figure>

This is how you can set custom field values while adding a new client.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guide.eprocessify.com/invoices/clients/custom-fields/how-do-i-set-custom-field-values-while-adding-a-new-client.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.