Overview
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.
Field Definitions
Field | Type | Required | Description |
|---|---|---|---|
| Custom Fields | Display Only (Pulled from created/updated Custom Fields) | Yes | Any designation your practice deems useful in identifying accounts based on common characteristics (examples could include Bankruptcy, Deceased, Inactive, and Lien). |
| 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. |