Setup firm administration

Setting up custom fields

To create custom fields, follow these steps.
  1. Choose Setup > Custom Fields, and then choose the menu command for the type of custom field you want to create.
    note
    If you are licensed for the Project Management, Client Management, or Staff management module, you can also add custom fields to the items for which you are licensed by right-clicking the Custom Fields tab and choosing
    Add Custom Field
     from the context menu. These items can include a project, task, note, phone call, phone message, scheduled phone call, scheduled benefit, meeting, to-do item, or CPE course, depending on your licensing.
  2. Select the
    Add
     button.
  3. Enter a description for the field in the
    Description
     field.
  4. Choose a field type from the list in the
    Type
     field:
    • Check Box:
       creates a checkbox field. The resulting checkbox is unmarked by default.
    • Date:
       creates a date field. A date can be entered into this field manually or selected from a calendar attached to the field.
    • List:
       creates a field in which the user selects an option from a drop-down list. You can also customize the items that appear in the list.
    • Number:
       creates an entry field that accepts only numerals and decimal points. An entry can be made manually or via a calculator attached to the field.
    • Staff List:
       creates a field in which a staff member selects a name from a list of all active staff within your firm.
    • Text:
       creates a text-entry field. The field can contain up to 4000 characters.
  5. If you chose a Text or List field, an additional step is required:
    • For a Text field, specify the maximum field length (from one to four thousand characters) in the
      Length (1-4000):
       field.
    • For a List field, select the More button next to the
      List Items
       field and add list items using the Custom Groupings dialog.
  6. Use the
    Sort (1 - 6)
     field to indicate where in the list of custom fields you want the current field to appear. The field with sort order
    1
     will appear first, followed by the field with sort order
    2
    , and so on.
  7. Select
    Enter
     to save your changes.
note
To edit custom fields, select the
Edit
 button at the bottom of the screen, make the desired changes, and select
Enter
.

This article applies to:

  • Product: DT Practice