Page History

Overview

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The Custom Fields page is used to create or delete custom fields displayed on the General Case Information tab in Connect, or to associate or disassociate custom field values with a practice. Custom field values created and associated with a practice on the Custom Fields page are available for use on the Case page > General Case Information tab.

Highlighting a custom field value in the left-hand pane populates the Associated Practices list in the right-hand pane.

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title	How to Get Here?

From the Home Page:	From the Menus:
Click Custom Fields from the Admin list	Open the Admin menu and select Custom Fields

Field Definitions

Field

Type

Required

Description

Custom Fields

Display Only

(Pulled from created/updated Custom Fields)

Yes

Any designation field or value your practice deems useful in identifying accounts based on common characteristics (examples could include Bankruptcy, Deceased, Inactive, and Lien)to capture when creating and managing cases.

Associated Practices

Display Only with Selection Checkboxes

(Pulled from created/updated Practices)

Yes

The list of practices in Connect and association checkboxes. A checked box next to a practice indicates the custom field value is available for use on cases associated with the account. An unchecked box indicates the custom field value is not available for use on the account.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides
Create	[Alt] + [C]	Creates a custom field in Connect, accessible via the General Case Information tab.	Creating Custom Fields
Update	[Alt] + [U]	Updates the Custom Field description.	Updating Custom Fields
Delete	[Alt] + [D]	Deletes the selected Custom Field value from Connect.	Deleting Custom Fields
Select All/Select None		Provides a convenient way to associate/disassociate all practices with the selected Custom Field value. The button toggles between values upon selection.