Custom Fields & 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.

Manage a Matter's Custom Fields and Pages

custom-fields-pages/manage-a-matters-custom-fields-and-pages.htm#microcontent1

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.

Manage a Contact's Custom Fields and Pages

custom-fields-pages/manage-a-contacts-custom-fields-and-pages.htm#microcontent1

Create a Custom Field

You can create custom fields to help organize your matters and contacts.

Create a Custom Field

custom-fields-pages/create-a-custom-field.htm#microcontent1

Create a Custom Page

You can group your custom fields to create custom pages for your matters and contacts.

Create a Custom Page

custom-fields-pages/create-a-custom-page.htm#microcontent1

Custom Field Types

You have eight different custom field types from which to choose.

Custom Field Types

firm/custom-field-types.htm#microcontent1