A field group is a collection of related custom fields that helps organize custom fields efficiently. By grouping custom fields, you save yourself the stress of scrolling through a long list of custom fields to individually add relevant custom fields to a matter or contact form.
At Lawcus, we offer two options for creating custom field groups.
Matter Custom Field Group
Contact Custom Field Group
Note: Ensure to create all the custom fields you’d like to add to the new group beforehand
Steps to Create a Matter Custom Field Group
Click on the
Avatar iconon the top-right and clickSettings.Go to
Firm Settingsand clickCustom Fields.Navigate to the
Matter Custom Fieldstab and click on theCustom Groupstab.Click on
Add.Enter a
Group Name.Select all the custom fieldsyou’d like to include in the group. Choose aPractice Areathe new custom field group is specific to, if anyClick
Create Group.
When you select a practice area, the corresponding custom field group is automatically applied to it. Any matter created within that practice area will include the designated custom fields.
Steps to Create a Contact Custom Field Group
Click the user
Avatar Iconon top-right and clickSettings.Go to
Firm Settingsand clickCustom fields.Navigate to
Contact Customs Fields.Click on
Custom Groups.Click
Add.Enter a
Group Name. Select all theCustom fieldsyou’d like to include in the group.Click
Create Group.