Add and Edit Fields
ContactEase can be customized to suit each firm's needs. When we talk about customization, we are referring to the creation of fields, categories, content lists, and more.
To add or edit a field in ContactEase, go to File > Preferences > Customize Fields.
From the Customize Fields dialog, you can add and/or edit fields for every area of ContactEase. Simply click the field you'd like to work with on the left and the field options will populate on the right.
In the example shown, we've chosen the text fields. The word Global at the top of the dialog box means that changes made here will impact the entire database.
Click Add to add a new field. Enter the name of the new field and click OK. The field is now available in ContactEase.
Note: a similar dialog will appear when you select Edit. When you change a field name, it is changed in ContactEase and any value assigned to the prior field will transfer to the new one.