...
You can select relevant practice areas, Give it a name, and define its type.
Custom fields in LEXZUR encompass a variety of types, including single text, date, list, contact, user, number, upload button, or URL.
| Info |
|---|
You can add your own List options simply type the name and add it. |
Furthermore, you have the option to create Cascading custom fields, that allow you to create hierarchical structures.
| Tip |
|---|
Learn more about how to create a cascading custom field here. |
These custom fields can be conveniently filled out from the detailed pages of matters.
Custom fields also enable document uploads, allowing you to attach essential files directly within the system.
...
The contact or user types facilitate searching for existing companies, persons, or users, streamlining data retrieval.
| Note |
|---|
Custom fields could be used in the customized reports you build. |
...
You can create custom fields for any other module within LEXZUR (Tasks, Companies, Persons, Contracts, Matters)
In Companies and Matters, for example, you have the option to customize the company view page by incorporating new sections (pages) enriched with custom fields.
| Tip |
|---|
Learn more about how to customize the Company and Matter View page here.page |
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
...
