When Should I Use Custom Fields?

When Should I Use Custom Fields?

Custom Fields can be created for any Matter or Contact information you would like readily available. In order to create custom Contact and Matter Fields, an administrator will need to go into Firm Settings. 
 
  1. Custom Matter Fields will show in the top right-hand portion of the Matter page so you can see the information at a glance.

 
  1. Custom Contact Fields will show at the bottom of the Contact window.





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      If you would like custom fields to show in every Matter regardless of Practice Area, you must add them to the All Practice Area option. Simply go to Firm Settings Custom Fields  Here you can select All Practice Areas option from the dropdown list.
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