Manage a Matter’s Custom Fields and Pages
Manage a Matter’s Custom Fields and Pages Once you create custom fields and pages for your matters, you can add or remove them at any time.
Custom Fields & Pages
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Manage a Contact’s Custom Fields and Pages
Manage a Contact’s Custom Fields and Pages Once you create custom fields and pages for your contacts, you can add or remove them at any time.
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Create a Custom Field
Create a Custom Field You can create custom fields to help organize your matters and contacts.
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Create a Custom Page
Create a Custom Page You can group your custom fields to create custom pages for your matters and contacts.
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Custom Field Types
You have eight different custom field types from which to choose.