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Create a Custom Field

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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.

  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.
Description/Tooltip
  • Displays as Help text for users
Active
  • A checked box indicates an active field available for placement on screen.
  • An unchecked box indicates a field not intended for onscreen display.
Apply the changes to existing pages
  • By default, this box is unchecked, and applies the field to the selected page(s).
  • Checking this box will add this field to all existing matters or contacts that include this page.
Active Matters Only
  • By default, this box is checked, when Apply the changes to existing pages option is selected.
  • Unchecking this box will apply the change to all matters, active and inactive.
  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

You can export your custom field in Excel, PDF or CSV formats. Learn how to Export Your Data.

Updated on July 31, 2023
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