Create a custom field

To create a custom field for matter or contact/client forms:
note
You can create up to 10 customized fields.
  1. Enable
    Admin mode
    by selecting it from your profile dropdown.
  2. Select
    Customization
    .
  3. Select
    Matter Form
    or
    Contact/Client Form
    . To create the same custom field for both forms you need to create that field for each form.
  4. Enter a label and choose a field type, and select
    Save
    .