How to add or edit a Custom Field?

Objectives

• Add/ Edit Custom Field

Environment

• Settings

Procedure

In App4Legal, there is custom field if there is any additional information you wish to capture and we don't have a field for it available in the companies, contacts, matters, tasks and contracts. 

The admin can access the Settings page by heading to the avatar on the top right.

Custom fields can be added from the companies section, from the contacts sections ,from the matters section, from the tasks section and from the contracts section. 

In the custom fields page , you can add custom fields. You can do so by simply clicking on the "Add Custom Field" hyperlink. You can also edit and delete them. 

When adding new custom field, select the type and enter the name of the custom field. Type can be single text, text, date, list and so on.