Rocket Matter Knowledge Base Custom FieldsHow to add Custom Fields to a Contact.

How to add Custom Fields to a Contact.

Custom Fields can be used for several things. First, a Custom Field is perfect for anything that needs at-a-glance referencing. Second, Custom Fields may be used to filter reports or bills. Third, Custom Fields may be used as merge-fields when creating document and invoice templates.

1. Navigate to the Contact record.

2. From the 'Contact Details' page, click on the green '+' sign in the top right-hand side of the Custom Fields grid.

3. Choose the field from the drop-down, then click 'Add Field' or select 'Create New Custom Field'.

Note: If the drop-down is empty, then navigate to your global custom fields to create new options that are not set as 'default' custom fields.

4. Create the field name, and choose the field type from the drop-down and click 'Save' to save Contact Custom Field.

Note: If the field type is 'Select List' you will need to enter each option, one at a time. Click the green '+' after typing each entry to save the option.

5. If successfully added, the new Contact Custom Field will be displayed on the Matter Dashboard.