Objectives
- Add / Edit Custom Field
Environment
- Settings: Companies
- Settings: Contacts
- Settings: Tasks
- Settings: Matters
- Settings: Contracts
Procedure
In App4Legal, you can customize fields based on your needs. If there is any additional information you wish to capture and we don't have a field for it available in the companies, contacts, matters, tasks, and contracts, then you can use Custom Fields in the Settings.
The admin can access the Settings page by heading to the avatar on the top right of the screen.
Custom fields can be added from the Companies section, the Contacts section, the Matters section, theTasks section, and from the Contracts section.
On the custom fields page, you can add custom fields. You can do so by simply clicking on the "Add Custom Field" hyperlink. You can also edit and delete them.
When adding a new custom field, select the type and enter the name of the custom field. Type can be single text, text, date, list, and so on.
- and Manage Custom Fields (for example Matter's Custom Fields)
- Fill in Custom fields from the module's page.
Steps
LEXZUR empowers users to tailor their experience by creating custom fields, ensuring that you can capture additional information precisely where it's needed. Custom fields can be customized at various levels, including companies, persons, matters, contracts, and tasks, allowing you to adapt your workspace to your specific requirements.
Managing these custom fields is a straightforward process.
Simply navigate to the system settings page of each module to oversee your custom fields.
Here, you can edit, move, delete, or introduce new fields as per your evolving needs.
For instance, if you want to add custom fields in matters, you'll start by specifying its applicability, whether it is related to corporate matters, litigation cases, or both.
You can select relevant practice areas, Give it a name, and define its type.
Custom fields in LEXZUR encompass a variety of types, including single text, date, list, contact, user, number, upload button, or URL.
| Info |
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You can add your own List options simply type the name and add it. |
Furthermore, you have the option to create Cascading custom fields, that allow you to create hierarchical structures.
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Learn more about how to create a cascading custom field here. |
These custom fields can be conveniently filled out from the detailed pages of matters.
Custom fields also enable document uploads, allowing you to attach essential files directly within the system.
Furthermore, the URL type permits the inclusion of external links, offering seamless access to external documents hosted on cloud management solutions or other platforms. (Example Reference field.)
The contact or user types facilitate searching for existing companies, persons, or users, streamlining data retrieval.
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Custom fields could be used in the customized reports you build. |
You can create custom fields for any other module within LEXZUR (Tasks, Companies, Persons, Contracts, Matters)
In Companies and Matters, for example, you have the option to customize the view page by incorporating new sections (pages) enriched with custom fields.
| Tip |
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Learn more about how to customize the Company and Matter View page |
For more information about LEXZUR, kindly reach out to us at help@lexzurFor more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
