Client Custom Fields
Client custom fields empower a broker to capture additional information of a Client that SIBRO does not ask for out of the box.
Out of the box, while adding or editing a client, the software will only ask for the Client Name, Client Address and Contact Person Details. You can add multiple Contact Persons, but that's about it.
If additional details, such as Client Type, are needed, the admin can create custom fields for this purpose without any developer involvement. Simply navigate to Settings > Policy > Client Master > Custom Fields (located at the top right), click Add Custom Field, and create the necessary client custom fields.
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In the same way, the admin can set up other client-specific fields as needed.
Important: Avoid adding policy-specific details under client custom fields. For such information, use the Policy Custom fields instead.