MyCase allows you to create custom fields so you can keep track of important information beyond the standard case, contact, and company fields that come with MyCase.
For example, you can add a custom case field called "Jurisdiction" to enter the jurisdiction information for your cases. Or, you could add a custom contact field called "Spouse's Name" and never worry about forgetting the name of your client's husband or wife. The possibilities are endless. With Custom Fields, you can make MyCase work for your unique law firm - and you'll never misplace important information again.
How to Create A Custom Field
Click Settings, then All Settings.
Click Custom Fields.
Click the type of custom field you would like to add: Cases/Matters, Contacts, Companies.
Click the Add Custom Field button.
Add a Name to identify this field.
Add a Type.
Options are:
Text (short) - For typing a single line of text. Good for names and short descriptions.
Text (long) - For typing longer pieces of text. Good for detailed descriptions.
Number - For entering numbers. Good for currencies, ages, etc.
True/False - Gives you a checkbox that can be checked or unchecked.
Date - Let's you pick a date from a pop-up calendar
Single Select - Gives you a dropdown list that you can select from. You can customize the list of items.
7. Toggle Enable for all practice areas to have the field appear for all cases in every practice area. If you keep it toggled off, you can manually add this field to cases for your chosen practice areas.
8. Click Add Custom Field.
9. Custom fields appear in the Custom Fields window.
Learn more about Custom Field Types
Reordering Custom Fields
You can re-order the fields based on their priority level. Fields towards the top of the list will be displayed higher on a case, client, or company details page.
To reorder the fields, click and drag them up or down in the list.
Custom fields can be deleted by clicking the trash icon.
Viewing & Editing Custom Fields for Cases
Open the Case Details page to view case information, including custom fields.
By default, you will be on the Case Info tab, where the custom fields are displayed.
Click the Edit Case button to enter or edit custom field data for this case.
All case information is displayed in an editor. You can specify information for every field.
Viewing & Editing Custom Fields for Contacts/Companies
Open a Contact Details page to view contact/company information, including custom fields. By default, you will be on the Contact Info tab.
This is where the custom fields will be displayed.
Click the Edit button to enter or edit custom field data for this contact/company.
All contact information is displayed in an editor. You can specify information for every field.
Viewing Custom Fields within Reporting
You can easily report on your custom fields. The Case List Report has been updated to allow the addition of any case custom field as a column. You can customize the report by moving column locations and deselecting standard case fields.