MyCase allows you to create custom fields so you can keep track of important information beyond the standard case, contact, and company fields that come with MyCase.
For example, you can add a custom case field called "Jurisdiction" that will let you enter the jurisdiction information for your cases. Or, you could add a custom contact field called "Spouse's Name" and never worry about forgetting the name of your client's husband or wife. The possibilities are endless. With Custom Fields, you'll be able to make MyCase work for your unique law firm - and you'll never misplace important information again.
How to Create A Custom Field
First, click on your login name in the top-right corner and open the Settings page.
In the left hand menu, click Custom Fields (pictured below).
Click the type of custom field you would like to add: Cases/Matters, Contacts, Companies
Click the button Add Custom Field on the right side of the screen. You will be presented with the Add Custom Field window (pictured below). Let's get your field set up...
Name - This name will be used throughout MyCase to identify this field.
Type - Configure the type of field you would like this to be. Your options are:
Text (short) - For typing a single line of text. Good for names and short descriptions.
Text (long) - For typing longer pieces of text. Good for detailed descriptions.
Number - For entering numbers. Good for currencies, ages, etc.
True/False - Will give you a checkbox that can be checked or unchecked.
Date - Let's you pick a date from a pop-up calendar
List - Gives you a dropdown list that you can select from. You can customize the list items.
Learn more about Custom Field Types
Enable for all practice areas - Toggle this button on to have the field appear for all cases in every practice area. If you keep it toggled off, you can manually add this field onto the cases for the practice areas of your choosing.
Once you've setup the field, click Add Custom Field.
Your custom fields will show up in a list (pictured below). You can re-order the fields based on their priority level. Fields towards the top of the list will be displayed higher on a case, client, or company details page.
To re-order the fields, simply click and drag the field up or down in the list. Custom fields can be deleted by clicking the X to the right of the custom field.
Viewing & Editing Custom Fields for Cases
To view case information, including custom fields, open a Case Details page. By default, you will be on the Case Info tab. This is where the custom fields will be displayed.
To enter or edit custom field data for this case, click the Edit button. All of the case information will be displayed in an editor and you can specify information for every field.
Viewing & Editing Custom Fields for Contacts/Companies
To view contact/company information, including custom fields, open a Contact Details page. By default, you will be on the Contact Info tab. This is where the custom fields will be displayed.
To enter or edit custom field data for this contact/company, click the Edit button. All of the contact information will be displayed in an editor and you can specify information for every field.
Viewing Custom Fields within Reporting
You can easily report on your custom fields. The Case List Report has been updated with the ability to add any case custom field as a column. Additionally, you can further customize the report by moving column location and deselecting standard case fields.