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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      Custom Fields can be edited or deleted in your Firm Settings. Go to Firm Settings --> Custom Fields and Intake Forms --> Custom Fields. Locate the practice area you wish to edit and select Add/Edit Fields. This will open a module with the existing ...
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      Custom fields can be created from the Custom Fields tab of Firm Settings. To add new fields click the plus button on the black action bar and select which section you’d like to create the field(s) for. Custom Matter Fields can be created for all ...
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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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