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Manage Data Fields

The Manage Data Fields section of the System Administrator Dashboard allows you to perform two tasks related to data fields in Lucernex. First, it allows you to modify the labels of out-of-the-box data fields to better suit the needs of your company. Secondly, it allows you to create and manage custom data fields in Lucernex. Custom data fields can be added anywhere that out-of-the-box data fields can be added, such as page layouts, forms, and reports.

Note:

We recommend you speak with your Professional Services or Support contact prior to creating a new field to ensure you are not duplicating functionality that already exists in Lucernex.

Table of Contents

  1. Global Fields

  2. Firm Fields