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Custom Fields

Custom fields creation support for CosmoLex

Custom Fields Creation
Custom fields are fields that can be created and customized to the user’s liking. The benefits of using a custom field once created: The custom field ca...
Tue, 1 May, 2018 at 6:16 AM
How to Create a Custom Field for a Matter
To Create: Go to Setup > Click Custom Fields section > under the matter tab > Click Add In the Add Custom Field - Matter window,...
Tue, 1 May, 2018 at 6:17 AM
How to Create a Custom Field for a Contact
To Create: Go to Setup > Click Custom Fields section > under the contact tab > Click Add In the Add Custom Field - Contact windo...
Tue, 1 May, 2018 at 6:17 AM
Associating Custom Fields with a Matter
After a custom field is created in Cosmolex, you can then associate the custom field to a matter. This allows for the organization and the visibility of cli...
Tue, 1 May, 2018 at 6:18 AM
Associating Custom Fields with a Contact
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 cont...
Tue, 1 May, 2018 at 6:20 AM