How can I add my own custom field?
1. Click on the Matters tab present on the nap bar.
2. Click on the Matter for which you want to add a custom field.
3. Click on the pencil icon appearing on the right side of your screen.
4. Click on the Custom Fields tab. In the Custom Fields option select or add your own custom field, then click on the Save button.
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How can I manage custom fields in a Contact?
1. Click on the Contacts tab present on the nap bar. 2. Select the contact for which you want to add the custom field. 3. Select the custom fields option and manage the fields accordingly.How to add a new motion in the Matter?
Go to the Matters section. Select the Matter where you want to add the motion. Open the LawSuite tab and click on the Motions section. Choose your motion type, fill in the details, and click Save. Refer to the image below .How do I add a new bank account (Trust or Operating Account) in MatterSuite?
Go to the Accounts module. Click the + Add Account button on the right. Enter the required details, such as: Click Save to create the account.How to Add a Business Logo in MatterSuite
Follow the steps below to upload your business logo to your MatterSuite account: 1. Log in to your MatterSuite system using your credentials. 2. Navigate to the Settings section from the right-side menu. 3. Under Organization Settings, click on ...How to create a task in the calendar section.
Click Add in the calendar and select Task. Enter the task details. Add a notification (optional). Link a matter and upload files (optional). Click Save.