How do I add and edit Custom Fields

Custom Fields can be edited on the Add/Edit Custom Fields tab in the admin settings.

  1. Start by selecting a category (Case, Client, Defendant, and Location), and click the arrow icon on the right of the selected tab.

Edit Custom Fields

  1. Once the category tab has been expanded, you will see a list of Custom Fields each with its own tab.
  2. Select a Custom Fields tab and use the arrow icon to expand. 
  3. Click in the field below "Label" to edit the label for the Custom Field. Changes are automatically saved.
  4. Click in the field below "Description" to edit the description of the Custom Field. Changes are automatically saved.
  5. If you no longer need or use a Custom Field, it can be deactivated by clicking the icon that looks like two arrows facing in opposing directions.

Add Custom Fields

  1. To add a Custom Field, start by selecting a category and expanding its tab.
  2. Once the tab has been expanded you can expand the Add New Custom Field tab.
  1. Once the Add New Custom Field tab has been expanded you can define your new Custom Field. In the field labeled "Label", enter a name for your new Custom Field.
  2. Below the label, enter a description.
  3. When finished, click the blue "Create Custom Field" button to finalize and save your changes.