You can edit custom fields and field sets directly from your account settings. This allows you to update the field name, set the field as required, or make it a default option. If you need to edit the value of a field (the data entered into it), you will need to navigate directly to the matter or contact card.
Note: All users can use custom fields, but only users with administrator permissions can create, edit, or delete custom fields and custom field sets.
Important: If you edit the name of a custom field, the name change will be reflected in all existing contacts or matters with that custom field.
Edit custom fields and field sets
You can search for a specific field or field set, or edit its details from your settings.
- Go to Settings > Custom Fields.
- Select Matter custom fields or Contact custom fields.
- Select Custom fields or Custom field sets.
Find your custom field or field set and click Edit.
Tip: To quickly find a field, type the field name into the search bar.- Make your updates, then click Save.
Modify order of custom fields
If you need to change the order in which your custom fields appear when selecting them on a matter or contact, you can modify their order in your custom field settings.
Note: Custom fields in field sets are ordered based on the individual custom field order, not the order that they were added to the field set.
- Go to Settings > Custom Fields.
- Select Matter custom fields or Contact custom fields.
- Click Modify order.
- Drag and drop the custom fields to rearrange them, then click Save order.