How to add more values to lookup fields?

If you are searching for a Matter or Vendor in a lookup field, you can add data fields from that Matter or Vendor to distinguish between them in the dropdown of the lookup field.

Example with No added values

Example with Added Values (including Active Status and Client)

To add those additional values, follow these steps: 

1. Click the Blue Plus button in the top right corner

2. Select Bill to update Matter lookup, or 'Vendor Bill' to update Vendor lookup

3. In the Matter field, double-click on the magnifying glass 

4. Use the "SubTitle Fields" dropdown to select values to add to the dropdown

5. Click the green plus button

6. You can save this for everyone at your firm by checking the box next to 'System Default.'

7. Click Apply

See screenshots below.