Custom Case Fields

Location:  Account->Manage Custom Case Fields

General 

Manage Custom Case Fields enables the Admin User to create an unlimited number of custom fields for all the cases in an account. The case fields may be checkboxes or text boxes. The case fields that have been created on this page will show up on the 
Dashboard page as well as the Case Details page.

Set Up Case Fields 

Only an Admin User can set up these fields.  All users can view and use.  

In the upper left corner of the screen select Add Case Section or Add Case Field.


Add Case Section 

Case sections are organized into expandable fields. Set up one or more sections to contain and organize the fields.  Examples of Case Sections include the following: Case Management, Parties, Case Status, etc.



To add a new section choose Add Case Section, enter the section title, and click OK.  

Adding Case Field 


Custom case fields are added under the Case Section. Click Add Case Field, specify the label name, and whether it should be a checkbox or a text box. Click OK to add the new case field. 



The screenshot below includes examples of Case Fields added under the Section Titles. In the Case Management Section Title there are two custom case fields: Resp. Atty and Handling Atty. Parties Section Title has Opposing Party, Client Name, and Opposing Attys. Case Status Section Title has five custom case fields as follows: Case Status, Billing Status, Case Open Date (all dates must be in US format, e.g. 2011-01-01), Case Close Date, and Retain Until.




To change the order of sections or fields use a mouse to drag the left arrows up or down.  Sections move independently of the fields.  Be careful not to inadvertently separate a Case Field from its Section Title. 


Delete Case Fields


Delete case fields using the links on the right. 

Case fields that contain coding have protection against accidental deletion. To delete a case field that contains user coding, first remove the coding, and then delete the case field.