Custom fields in Lawcus can be tailored to your specific needs, allowing you to gather and organize information according to your preferences. You can set certain custom fields as required to ensure that your team members always complete them.
Steps to set a custom field as required
Click on your
Avatar Iconin the screen's top-right corner, and from the dropdown menu, selectSettings.Expand the
Firm Settingsmenu, locate, and click onCustom Fieldsin the panel. This will take you to the Custom Fields management page.Locate and click on the
Addbutton. A dialogue box will appear, prompting you to enter aNamefor your custom field. Input the desired name for your Custom Field in the provided text field.Next, choose the appropriate
Field Typefrom the available options. It could be a Text, Date, Dropdown, User, etc.To make the custom field mandatory for data entry, check the
Requiredbox.Click on the
Update Custom Fieldbutton. This action saves your custom field settings.
This will ensure that important information is consistently captured and maintained in your records, promoting data accuracy and streamlining your workflow.