Custom Fields

The Information Tab within Leads, Contacts, Institutions, and Matters sections features specific fields. These fields are where you input the necessary information when creating these entities or add some further information after creating them. Customize these fields, aligning the Information Tab with your firm’s needs. This adaptability empowers you to efficiently capture and manage all relevant details about each entity within this tab.

Leads Custom Fields

Customize the fields which align the Information Tab within Leads section with your firm’s needs. This adaptability empowers you to efficiently capture and manage all relevant details about each lead within this tab.

Contacts Custom Fields

Tailor the fields in the Information Tab within Contacts sections to align seamlessly with your firm’s specific requirements. This flexibility enables you to effectively capture and manage all essential details for each contact within the tab.

Institutions Custom Fields

Tailor the fields in the Information Tab within Institutions section to align seamlessly with your firm’s specific requirements. This flexibility enables you to effectively capture and manage all essential details for each institution within the tab.

Matters Custom Fields

The Information Tab within Matters section features specific fields. These fields are where you input the necessary information when creating matters or add some further information after creating them.