Custom Fields can be edited or deleted in your Firm Settings.
- Select Firm Settings from the drop-down menu beside your avatar.
- Click Custom Fields & Intake Forms from the vertical menu bar, then select Custom Fields from the expanded menu.
- Locate the practice area you wish to edit and select Add/Edit Fields.
- This opens a modal with the existing fields which can be added to, edited, or delete.
- To delete a field, hover over it with your cursor and click on the minus sign. This deletes that field from all existing matters, as well as new matters moving forward.