In order to add your agents to add client data, the field must exists first!
Here is How to Add Your Custom Data Fields:
Step-by-Step Instructions on Adding Your Custom Database Fields
On the Admin page, click on Forms and then Fields.
Under Manage Fields, click on Add Field.
It will show up a Create Field window where you can select Field Type (Text or Number) and if the field is Searchable or not. Once done, click on Next.
On the next page, you can now create the Field Label, Name and Description. Click on Next.
Next up is the Help Text and if the Field is required to have value in order to save a record.
On the last page, you will have the option to put a Default Value on the field and you can set Min and Max length.
Note that all of the information collected to create your custom fields are editable except one!
The Searchable? field is a database setting, and cannot be edited once the field is created. If you require an additional editable field beyond the allotted amount, you will need to recreate the field as searchable.