How to Add, Edit or Remove Matters Custom fields?

This is where you can create and edit custom fields which can be used for storing additional matter information.

How to access Matters Custom Fields Settings?

1. Go to the General Settings and click Matters in the left-hand menu.

2. Click the tab CUSTOM FIELDS:

From the Matters Custom Fields Settings you can:

1. Add new Custom Field.
2. Edit Existing Custom Field.
3. Remove Custom Field.
4. Change places Custom Fields.

1. How to add new Custom Field to Matter?

1. Click + button and the window Add new custom field will open.

2. Enter Field name. Field Name stores the name of the Custom Field. Field names can contain the special characters <, >/, etc.

3. Select field Type. Type determines what type of data is stored in the field.

4. Mark selected checkboxes - Additional Controls for Custom Fields. 

5. Click the button Save:

Added Custom Fields will appear on the Matter card:

2. How to Edit Custom Field?

1. Click on selected Custom Field.

2. Do changes.

3. Click the button Save:

3. How to Remove Custom Field?

Simply click the button Remove to remove selected Custom Field:

4. How to change places Custom Fields?

You can edit the order of Custom Fields. Use the arrows (1) or drag and drop custom fields in the order you want them to appear on the Matter Card(2):

For more information about Custom Fields, click here.

For more information about Matters Settings, click here.

We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!