Custom Fields Overview
As shown above, these fields all come built-in to your out-of-the-box Lawmatics account. You should not create custom fields for any of this basic information like name, address, email address, phone number, etc.
You can also find a list of all the standard fields when editing a custom matter form, you will see a section labelled Standard Fields at the very top left.
Always look to see if a standard field exists for a particular data field before creating a custom field. If there is no standard field for the field you are looking for, then you will create a custom field.
Do this by going to Settings > Custom Fields. Here you will select which type of field you are looking to create from the options shown across the top: Matter, Contact, Company, or Practice Area. Note: You will not use Client Fields.
Any information that is case or matter related, will be created as a Matter Field. This will generally apply for the bulk of your custom fields.
When adding a new field using the button shown at the bottom of the image above, you will be prompted to give your field a name. This should be short and concise, it should not be a full sentence. If this field will be used on an intake form, you can always change the label of the field to be a full sentence on that form.
Once you have created custom fields, you will view them on the Details page for a matter (or contact, depending on which type of field you have created). You will click the Edit button, pencil icon shown near the top left in the image below, to populate data into that field for a particular matter.
You can also use any of your custom fields on a custom form, as shown below. When editing a form, you can use the blue button to create custom fields on the fly from within the form editor. Any fields that you create while editing a form will also show up in the Custom Field Settings page as well as on the matter Details page.
You will be able to use your custom fields anywhere in the system where fields can be selected. This includes in automations, documents, reports, emails, audiences, among other places.
Should I create custom fields for Spouse's Name or other family members' names and contact information?
No, related contact information should be adding using our matter relationships feature.
What happens when I delete a custom field?
It is very important to keep in mind that if you delete a custom field, any data that has been populated into that field will also be deleted and cannot be restored. If the field is being used in any forms, you will receive a warning message when trying to delete the field that it must first be removed from the form before it can be deleted.
Is it possible to create too many custom fields in my CRM?
No, there is no limit to how many fields you can create. If you do have a lot of fields, it can be helpful to adjust the field visibility to Hidden for fields that you do not need to access from the Details page on a regular page, just to reduce clutter on that page. Similarly, you can also adjust the visibility to Starred for very important fields that you use frequently.