Rocket Matter Knowledge Base Custom FieldsHow to add a Client and Matter Custom Field for all matters.

How to add a Client and Matter Custom Field for all matters.

1. Go to 'Settings' on the left-hand navigational panel.

2. Select 'Manage Custom Fields'.

3. Click the green 'Add Custom Field' to add a new Contact or Matter custom field. When finished, click 'Ok' in the bottom-right corner of the page.

*Contact Custom Fields: These fields will appear in all contact/client records and on every matter dashboard. These fields will persist for all new matters for this client as well.

*Matter Custom Fields: These fields will appear on every matter dashboard and will persist for all new matters.