Adding Custom Matter Fields: for Brightflag Customers (Clients)

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.

  2. Click on Create Custom Field.

  3. Enter the field name and data type. The data type controls the way in which data can be inputted to that field.

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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