Create a Custom Field

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

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Create a Custom Field

To create a custom field:

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click Custom Fields.
  3. From the tabs atop Custom Fields screen, click either Matter or Contact.
  4. Click Fields.
  5. From the toolbar on the Fields screen, click Add.

  1. In the Add Custom Field window, single-click your desired field type. For additional information, see Custom Field Types.
  2. Click Next.

custom-field-properties

  1. Configure your field:
Label*
  • The label that displays onscreen
Merge Field Name
  • The merge field name that displays within Word merged documents
Required
  • If the field requires completion, this places an asterisk beside its label.
Default Value
  • Enter a default value if this field must be initialized for display.
Page
  • Associate the field and field import data with associated pages.
Active
  • A checked box indicates an active field available for placement onscreen.
  • An unchecked box indicates a field not intended for onscreen display.
Description/Tooltip
  • Displays as Help text for users
  1. Click Next.
    A summary of your property entries displays for final review. if you need to edit the properties, click Back.

custom-field-properties-summary

  1. Click Save.
    Your custom field displays under the Setup > Custom Fields listing for either Matter or Contact, as applicable.

custom-field-in-setup-screen

Updated on April 14, 2022

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