MyCase allows you to create custom fields to keep track of important information beyond the standard case, contact, and company fields that come with MyCase.You can add several types of custom fields to MyCase.
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Here is information and best practices for each type of custom field.
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Text (short)
The Text (short) field should be used for information such as names, filing codes, ID codes, etc.
Text (long)
The Text (long) field should be used for information such as long descriptions and notes.
Number
The Number field should be used anytime you need to enter a number. Note: You can only enter numbers and decimal points into the Number Field. (If you are looking to enter a dollar amount, please use the Currency type.
True/False
The True/False field will give you a checkbox that can be selected. By default, the checkbox will not be selected.
Date
The Date field will let you specify a date from a dropdown date picker.
Single Select
The Single Select field should be used when you would like to select an item from a pre-defined list of items. You can learn more about Creating Custom Field Lists.
Currency
The Currency field should be used when you would like to format a number as a monetary value automatically.