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...

To Create: Go to Setup > Click Custom Fields section > under the matter tab > Click Add In the Add Custom Field - Matter window,...

To Create: Go to Setup > Click Custom Fields section > under the contact tab > Click Add In the Add Custom Field - Contact windo...

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...

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...