How Do I Create Custom Fields?
Custom fields can be created from the Custom Fields tab of Firm Settings. To add new fields click the plus button on the black action bar and select which section you’d like to create the field(s) for.
Custom Matter Fields can be created for all Matters by selecting the All Practice Areas option. If you’d like to create the fields for only one Practice Area, select it from the drop down.
Next, you will select the type of field you’d like to add and label it accordingly (e.g. Social Security Number).
Depending on the type of field you are adding, you can customize options such as field size and minimum/ maximum character length. Once you are finished creating the custom fields, click Create at the bottom of the page.
IDEA: If there is a detail of the Matter you find yourself digging through notes to find, create a custom Matter field for it so it is readily available.
When Should I Use Custom Fields?
Custom Fields can be created for any Matter or Contact information you would like readily available. In order to create custom Contact and Matter Fields, an administrator will need to go into Firm Settings. Custom Matter Fields will show in the ...
How do I Create Custom Matterscapes?
Matterscapes gives you a custom view of all your matter records by whichever matter or custom field you would like to filter by and or add to view in the columns. To create a Custom Matterscape: Go to the Matter List and select "Preview Custom ...
How Do I Have Custom Fields Show in Every Matter?
If you would like custom fields to show in every Matter regardless of Practice Area, you must add them to the All Practice Area option. Simply go to Firm Settings Custom Fields Here you can select All Practice Areas option from the dropdown list.
How Do I Use Document Automation?
Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...
How Do I Share Intake Forms With My Clients?
Once you have created your Intake Form, you are able to share the form with your clients via email and a shareable link as well as filling it out yourself if they are in your office. To share the form: Go to the Matter in which you would like to ...
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