Custom Tabs and Custom Fields

LegalKing Software comes with a list of predefined Tabs such as Party Tab, Case Tab, Checklist Tab, Notes Tab, Documents Tab, Counsel Tab, etc. to help the users start with. Additionally, the users have power to create Tabs and fields according to their practice areas and customize the software according to your needs. Read the following topics to learn how to create new custom Tabs and Fields:

How to Create Custom Tabs?

To create a new Custom Tab follow the below mentioned steps:

1.	Click on Settings menu > and select Custom Tabs;

2.	Once a Grid is loaded on your screen, click on the New button on the top left corner of the Grid;

3.	A pop-up window will open as shown below in image-1. Enter the Custom Tab name;

4.	Click on SAVE button.

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(Image-1)

How to Create Custom Fields inside Custom Tab?

To create a new Custom Field follow the below mentioned steps:

1.	Click on Settings menu > and select Custom Tabs;

2.	Once a Grid is loaded on your screen, click on the "Manage Fields" link on the intended Tab name row inside which you want to create a custom field;

3.	Another Grid will load on your screen; click on the New button on the top left corner of the Grid;

4.	A pop-up window will open as shown below;

5.	Select the Field Type, enter the Field name; (In case of a Fixed List field or a Open List Field, enter the list of items that you want to appear in the drop down);

6.	Click on SAVE button.

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(Image-2)