Firm Settings

Creating and Leveraging Custom Fields

In this video we will cover Custom Fields for People, Projects, Deals and Companies including:

  • Creating A Custom Field: How to create a custom field for a specific object. 
  • Custom Field Types: Setting up single select, multiple select or text fields for Custom Fields.
  • Filtering Using Custom Fields: Use Custom Fields when filtering for people. 
  • Bulk Edit People And Add or Change Custom Fields: Select multiple people to edit or add new selections for Custom Fields.

Additional Help For Custom Fields

Learn more about using and configuring Custom Fields in our knowledge base here.

Still Need More Help?

Get in touch with Clockwork's support team for more help and to find more answers. Email us directly here or by clicking the Contact Support button below.

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