Custom Fields

Custom Fields are an exclusive feature available to accounts with the Enterprise Add-On. This feature allows you to create and customize additional fields in various areas of the system, including:

• User Profile
• Client Profile
• Project/Matter Profile
• Time Entry Screen
• Expense Entry Screen
• Invoice Details Page

You can configure these fields to capture different types of data, including:

• Text
• Number
• Date
• List
• Client List
• User List

Setting Up Custom Fields

To set up Custom Fields in your account:

1. Click your name in the top-right corner of the screen.
2. Select Settings from the drop-down menu.
3. Navigate to the Custom Fields tab.

Note: If you do not see the Settings option, you may not have the necessary permissions. Please contact your System Administrator for assistance.

Adding a Custom Field

1. Click Add Custom Field in the section where you'd like to add the field.
2. Enter a Field Label (e.g., "Date of Birth" or "DOB").
3. Select the data type from the drop-down menu.
4. Click the Save icon to finalize the field.

If you select List, you can customize the list items by clicking the icon to the right. These options can be edited anytime.

Note: Custom Fields at the User Profile level can be edited by the individual user.

This feature enhances data organization and tracking, providing greater flexibility to meet your firm's needs.

Custom Fields Icon Key

For a guide to the icons shown on this screen, see below:

 - To move your custom field around in the list.

 - Save your custom field.

- Delete your custom field.

 - If this icon is blue, this means this is a required field to be filled out. If this icon is grey, this field becomes optional. Clicking on this icon toggles between blue and grey.

- Edit or add items to your list.