You can group your custom fields to create custom pages for your matters and contacts.
Create a Custom Page
To create a custom page:
- From the left navigation panel, click Setup.
- From the Setup left navigation, click Custom Fields.
- From the tabs atop the Custom Fields screen, click either Matter or Contact, as applicable.
- Click Pages.
- From the toolbar atop the Pages screen, click Add.
Note: All new custom fields are associated with the System page.
- From the Available Fields section, single-click your desired fields to highlight them.
Note: Press and hold the CTRL key to select multiple fields at once.
- Either click the double arrows or click and drag the highlighted entries to the Selected Ordered Fields column.
- Drag and drop the fields to order them as needed.
- Take the appropriate action:
- For a matter page, click the radio button to associate your page based on your Area of Law.
| Selection |
Use the drop-down to select the applicable areas of law. |
| All |
Associates the page with all areas of law |
| None |
The page is not associated with any area of law and must be manually assigned. |
| Is Default |
Checking this box will make this your default |
| Apply changes to existing matters |
If you check this box, system will assign this newly created page to all the existing matters associated with selected area of law |
| Active Matters Only |
By checking this box you can choose to apply the changes to active matters only |
-
- For a contact page, click the radio button to associate your page based on contact type:
| Selection |
Use the drop-down to select one or multiple contact types with which to associate the page. |
| All |
Associates the page with all contact types |
| None |
The page is not associated with any contact type and must be manually assigned. |
| Is Default |
Checking this box will make this your default |
| Apply changes to existing matters |
If you check this box, system will assign this newly created page to all the existing matters associated with selected contact type |
| Active Matters Only |
By checking this box you can choose to apply the changes to active matters only |
- Click Save.
Your custom page is complete.
