video1.0<iframe src="https://www.loom.com/embed/92997ea002f641f184a407541385103e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/92997ea002f641f184a407541385103e-30109b15fb1292f0.gif103.655In this video, I walk you through the process of creating custom fields and tags within our system. To access Firm Settings, you'll need to be an admin user, and from there, you can navigate to Tags and Custom Fields. I demonstrate how to add new tags by clicking the plus sign, typing in your tag, and saving it. Additionally, I explain how to create custom fields by specifying the name and type before saving. Please take action by exploring these features to enhance your tagging and field customization.