How to add Client Custom Fields to a single Matter.
Custom Fields can be used for several things. First, a Custom Field is perfect for anything that needs at-a-glance referencing. Second, Custom Fields may be used to filter reports or bills. Third, Custom Fields may be used as merge-fields when creating document and invoice templates.
1. Navigate to the matter.
2. Click on the green '+' in the Client Custom Fields portion of the Matter Dashboard.
3. Choose the field from the drop-down, then click 'Add Field' or select 'Create New Custom Field'.
Note: If the drop-down is empty, then navigate to your global custom fields to create new options that are not set as 'default' custom fields.
4. Create the field name, and choose the field type from the drop-down and click 'Save' to save Client Custom Field.
Note: If the field type is 'Select List' you will need to enter each option, one at a time. Click the green '+' after typing each entry to save the option.
5. If successfully added, the new Client Custom Field will be displayed on the Matter Dashboard.
If you need to create Client Custom Fields for all matters, click here!