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Firm Central tip - matter form custom fields

Custom fields give you the flexibility to create up to ten additional matter fields and up to ten additional contact/client fields tailored to your firm's needs.  This allows your users to include data and information unique to your firm when adding matters, contacts and clients.

Note: You must be signed in to Firm Central as an Administrator to create custom fields.

1.Click the drop-down arrow beside your name in the upper right corner of the home page. Then, click  Alternatively, if visible, you can click the Admin tab on the Firm Central banner.

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2. Click Customisation in the left-hand pane of the Administration page.

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3. Click the Custom Fields tab in the right-hand pane.

4. To create a custom field to be used on new matter forms, click the Matter Form subtab in the right-hand pane. To create a custom field to be used on new contact and client forms, click the Contact/Client Form subtab in the right-hand pane.

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5. Type a label for the custom field in the Label text box.

6. Select the type of field from the Field Type drop-down list. Three field formats are available. With the Text type field, users can enter any text, up to 250 characters.  The Date field allows the user to enter a date, for example, an incident date for a matter.  The List field lets the user choose from a preset list of options.  For example, a user could be asked to choose yes or no to indicate if a matter is an In House matter.

7. If you are creating a custom field to be used on contact/ client forms, select whether the field should be displayed on Contact Forms, Client Forms or both Contact & Client Forms, from the Display Field On drop-down list.

8. If you want to make it optional for the user to complete the field, select the provided check box.

9. Click Save

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10. The custom field is created and is displayed under Active Fields. You can edit or deactivate your active custom fields by clicking the applicable links.  Once you deactivate a custom field, it is displayed under Inactive Fields.  To reactivate the field, click Activate, and the custom field will be displayed under Active Fields.

11. A maximum of 20 custom fields can be added to Matter Forms, 10 of which can be active at any given time (e.g., 10 active fields, 10 inactive; 6 active fields, 14 inactive). Likewise, a maximum of 20 custom fields can be added to Contact/Client forms, 10 of which can be active at any given time.

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