Custom fields in Lawcus can be tailored to your specific needs, allowing you to gather and organize information according to your preferences. If you want to ensure that your team members always fill out certain custom fields, you can set them as required.
Follow these steps to set a custom field as required:
Click on your user avatar icon in the screen's top-right corner, and from the dropdown menu, select "Settings."
Expand the “Firm Settings” menu, locate, and click on "Custom Fields" in the panel. This will take you to the Custom Fields management page.
Locate and click on the "Add" button. A dialogue box will appear, prompting you to enter a name for your custom field. Input the desired name for your Custom Field in the provided text field.
Next, choose the appropriate field type from the available options. It could be a Text, Date, Dropdown, User, etc.
To make the custom field mandatory for data entry, check the "Required" box.
Click on the "Update Custom Field" button. This action saves your custom field settings.
By following these steps, you'll successfully set a custom field as required within Lawcus. This will ensure that important information is consistently captured and maintained in your records, promoting data accuracy and streamlining your workflow.