January 20, 2014
Sign in to Firm Central and enable the Admin mode
Once in admin mode, select the link Customization
Toggle between Matter Form or Contact/Client Form. Note: If you want the same custom field on both forms you must create that field in both the Matter and Contact/Client forms
All customized fields will show up in either the active or inactive fields. Remember you can only create 10 customized fields so create wisely
All Matter or Contact/Client Forms you add will have the activated fields located in the section Additional Information
All data entered into a custom field is searchable, even deactivated information.
To see a short video on creating customized fields and other training videos, visit www.firmcentral.com/videos