Overview

This guide covers the process of setting up and updating a custom field on a matter, contact or invoice. Custom fields enable Firms to add custom defined fields on the client, matter or invoice screen to store additional information that is not available in the baseline fields. 

TABLE OF CONTENTS

• Overview
  • Setting up Custom Fields 
  • How to set/update a custom field
    • Matter Custom Fields
    • Contact Custom Fields
    • Invoice Custom Fields
  • Disabling a custom Field

Setting up Custom Fields 

1. To access Firm Settings, select Settings and then Firm Settings from the top navigation menu. 

2. The settings for custom fields are located in the General category on the left of the screen and can also be accessed by searching custom fields in the search bar at the top of the settings screen.

3. Select New Custom Field to create a new custom field for a matter, contact or invoice. 

4. Enter the Name of the custom field. The Name will be the reference name for the field and should be unique without any special characters. 

5. Enter the Display Name of the custom field. The Display Name will appear on the matter, contact or invoice screen. 

6. Enter any additional text that will help Users to complete the field in the Help Text. 

7. Enter the Category of the custom field. The category acts as the header for the fields and will group the fields with the same category together. If a category is not allocated to the field, it will appear under the heading Custom Fields on the matter, contact or invoice screen. 

8. Select the field Type. Field types include:

a. Text

b. Number

c. Date

d. Boolean (checkbox)

e. Select (drop-down listing)

9. If the field type is Select, enter the options that can be choosen in the drop down menu. Type the text for each option and press Enter on your keyboard to create the option.

10. Select the Location of the field to be visible (Matter, Client or invoice). 

11. Select Save to add the custom field. 

The Name, Type or Location of a custom field cannot be amended once it has been created.

12. The custom field will now be visible in the list of custom fields and will appear in the location selected. 

How to set/update a custom field

Matter Custom Fields

The custom fields with the location Matter will be visible across all matters, regardless of the matter type, and can be accessed from two areas of the matter card. 

1(a). Matter custom fields can be viewed and accessed on the left hand side of the screen under the applicable category. Custom fields that are not allocated a category will be listed under the heading Custom Fields. The categories not required for the matter can be collapsed by selecting the arrow in the top left corner. Select any custom field to open all custom fields.

1(b). Custom Fields can also be accessed by selecting Custom Fields from the matter menu on the right side of the screen. 

2. Navigate to the field to be updated and input the details. 

3. Select Save.

4. The matter screen will update. 

Custom fields on matters can be added to invoices. To add a matter custom field to an invoice, contact our Support Team.

Contact Custom Fields

The custom fields with the location Contact will be visible across all contacts.

1. Contact custom fields can be viewed and accessed on the left hand side of the screen under the applicable category. Custom fields that are not allocated a category will be listed under the heading Custom Fields. Select any custom field to open all custom fields. 

2. Navigate to the field to be updated and input the details. 

3. Select Save.

4. The contact card will update. 

Invoice Custom Fields

1. The custom fields with the location Invoice can be viewed and updated within the Pending Invoice Screen. The custom invoices will be at the bottom of the left side of the screen.

2. Select and amend the required field.

3. Select Save.

4. The custom field will now show the updated value. 

The Custom field on an invoice will need to be updated each time a new invoice is created and is not retained for future invoices. To add a custom field to an invoice, contact our Support Team.

Disabling a custom Field

Custom fields can be removed from a matter, client or contact card by disabling the field from the Firm Settings. 

1. To access Firm Settings, select Settings and then Firm Settings from the top navigation menu. 

2. The settings for custom fields are located in the General category on the left of the screen and can also be accessed by searching custom fields in the search bar at the top of the settings screen.

3. Locate the field from the list and select the Ellipsis. 

4. Select Disable.

5. By default the disabled fields will not appear in the list of custom fields. To view fields that have been disabled select Add Filter and then select Yes under Include Disabled. Select Apply.