Custom Fields: Company

Access your “Firm Settings”. Click the "Custom Fields" tab. This is where you can add and manage all of your Custom Fields. Click “+Add Custom Field” to add your customization.

Users can add Company custom fields including Single Select, Multiple Select, or Text field in the Add Custom Field Modal. The text field will help as a search feature when looking for your Company.

You can “Edit” the Field Name and the created field selections after the custom field has been saved.
*Please Note: You can not change the object or field type once a field is created.

Users can delete the custom field using the same steps to “Edit”.