Efficiently manage your workflow in Lawcus by setting up default custom fields. This ensures consistency and saves you time when creating new records.
Steps to establish a default custom field
Click your
User Avatarin the upper-right corner, and chooseSettingsfrom the drop-down menu.Find and select
Custom Fieldsfrom the left navigation panel in theFirm Settingsmenu. This takes you to the Custom Fields management page.On the Custom Fields page, locate and click
Add. A dialog box will appear where you can enter your desired custom field Name.Select the appropriate
Field Typefrom the available options. This ensures your custom field captures the right type of information.To make this custom field your default option, check the
Defaultbox.Once you've configured the field name, type, and default status, click
Update Custom Field. This action saves your settings.
This will streamline your record creation process in Lawcus. Setting default custom fields is a valuable feature that enhances your workflow by reducing manual data input and standardizing your data collection practices.