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"
On the Firm Settings page, click on the "Custom Fields" tab
Under "Fields For", select which type of custom field you would like to create.
Note: Options are "Clients", "Companies", "Matters", "People", "Tasks"Click the "Add Custom Field" button
Check the "Active" checkbox if you want to make this custom field available
Enter position number which will be the sort order of these custom fields
Enter field label
Enter field name
Select the field type from the dropdown
Check the "Required" checkbox if you want to make this custom field required
Enter helper text
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,birdClick the ✓ checkmark icon to save
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:
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