Custom Fields

The Information Tab 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 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 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 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

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