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Adding Custom Matter Fields (Client Article)

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Outside of the standard Brightflag matter fields, you may want to track other matter-level information. In this case, you can create a custom matter field. You can customize the parameters and source of input for this field to your liking.

 

To add a custom matter field:

  1. Navigate to Menu > Admin Settings > Matter Settings.
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  2. Click on Create Custom Field.
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  3. Enter the field name and data type. The data type controls the way in which data can be inputted to that field.
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Now that the field is created, you will need to choose who has access to it. The following guide will teach you this: Controlling the Accessibility to Matter Fields

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