After a custom field is created in Cosmolex, you can then associate the custom field with a Contact. This allows for the organization and visibility of contact info under client and address book sections such as secondary email address, birth date, social security number, nickname or spouse name. 


There are two scenarios when associating a custom field to a contact:


When Visible by Default is Turned On:


  • Under Setup > Click Custom Fields Section > Under the Contact tab >  Select the custom field you created > click Edit > Visible by default will be checked in the window as shown below:



  • Go to Contacts > Under Client or Address book section > select the contact > Click Edit



  • In the edit client or contact window > click custom field tab



  • In the custom field tab window, click More Fields



  • In the More Fields window > you will see the checkbox is greyed out next to the custom field meaning this custom field will always show in the custom fields section for the contact.




When Visible by Default is Turned Off:


  • Under Setup > Click Custom Fields Section > Under the Contact tab >  Select the custom field you created > click Edit > Visible by default will be unchecked in the window as shown below:



  • Go to Contacts > Under Client or Address book section > select the contact > Click Edit 



  • In the edit client or contact window > click custom field tab



  • In the custom field tab window, click More Fields



  • In the More Fields window > you will see the checkbox next to the custom field unchecked meaning this is not associated with the contact. To associate this with a contact, check the box next to the custom field and click close.



  • Once the window is closed, you will see the custom field appear as shown below under the custom fields tab:



  • When done, Click Save.