Capture custom information on your Contract Log by using custom fields.

To add a custom field to your core matter form, please ensure you have custom fields set up already. You can view this article to learn more.

Note: A Location Admin can add custom fields to core matter forms.

Follow the steps below to get started:

• Click on 'Admin' in the top navigation menu
• Click on 'Custom Fields' in the left hand menu
• Select the 'Contract Log' tab
• Locate and drag the desired field onto the Contract Log Form designer
• Add instructions as required (this will appear as hover text when a mouse hovers over the field in question)
• Select whether to make this field 'Required'
• Activate the field by checking the 'Active' box
• Click 'Save' in the top right hand corner of the screen

Custom fields on the Contract Log will appear under the tab 'Extra Info' on the Contract Log entry.

Note: You can add up to 20 custom fields in your Contract Log.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.