How To Add Custom Fields
You can add custom fields in ZenCase which will allow you to enter additional information for each contact person, contact organization, client, or matter.
In the top right corner, click the down arrow next to your name.
Select "Firm Settings" from the popup menu.
On the Firm Settings page, click on the "Custom Fields" tab.
Click the "Add Custom Field" button
Enter field label.
Select "Active" as "Yes" if you want to make this custom field available.
Enter field name.
Select the field type from the dropdown.
If you selected a field type of "Select List", then you can enter the Select List Options fields. The options are listed as a comma separated list.
Example:cat,dog,bird
Select "Group" to select which item to make the custom field available.
Note: Options are "Clients", "Companies", "Matters", "People", "Contacts", "Tasks".Select Matter Types to make custom field only available to those matters with the specified matter types.
Select "Required" as "Yes" if you want to make this custom field required.
Select "Show On Form".
Enter helper text.
Select "Filterable" to allow filtering on matter's info page.
Select "Display in Matter Header" to show field in the Matter header in the "Info" tab for quick access.
Click the "Save" or "Save and Add Another" button.
Congratulations! You have now created a custom field for your firm.
Custom Field Options
A few things to note, when you are creating custom fields for a certain option, then those custom fields will only display in certain places in ZenCase.
Here is a list of options and where they are available:
Contact Custom Fields will display for all contacts.
Client Custom Fields will display for any contact that is a client, regardless if they are a person or an organization.
People Custom Fields will display for any contact that is not a client and is a person.
Company Custom Fields will display for any contact that is not a client and is an organization.
Matter Custom Fields will display for any matter.
Matter Custom Fields with Matter Type set will display for any matter with that specific matter type.
Task Custom Fields will display for any task.
Next, learn how to Add Custom Records For Your Organization