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 icon
on the top-right and clickSettings
.Go to
Firm Settings
and clickCustom Fields
.Navigate to the
Matter Custom Fields
tab and click on theCustom Groups
tab.Click on
Add
.Enter a
Group Name
.Select all the custom fields
you’d like to include in the group. Choose aPractice Area
the 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 Icon
on top-right and clickSettings
.Go to
Firm Settings
and clickCustom fields
.Navigate to
Contact Customs Fields
.Click on
Custom Groups
.Click
Add
.Enter a
Group Name
. Select all theCustom fields
you’d like to include in the group.Click
Create Group
.