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Company setup

Firm Custom Fields

Tracker Coordinators can create custom fields, which you can use to capture various firm information for your reporting needs.
Depending on the access permissions defined for each field, you can have firms enter the information directly in Tracker. Three levels of permissions give you control over which users have access to the custom fields. Firms can be configured to have no access, be able to view, or be able to edit a custom field, much like matter custom fields settings.
Note the following:
  • You can create a maximum of 15 custom fields—10 text fields and 5 attachment fields.
  • The field type cannot be changed for an existing custom field, or after saving a new field.
  • Custom fields cannot be deleted, only deactivated.
  • All custom fields are available to be included in reports.
The custom fields you define here appear on firm profile page in the
Company Information About Firm
collapsible section.

Define Firm Custom Fields

Required role | Tracker Coordinator
  1. Select
    Settings
    in the left navigation.
  2. In the
    Firm/Vendor Settings
     section, select
    Firm Custom Fields
    .
  3. Click the
    Add field
    button.
  4. In the
    Field Label
     box, enter a label to describe the field.
  5. In the
    Firm Access Type
     column next to each field, select an option to define the level of user access:
    Field
    Description
    View
    • Editable for company users with access to edit the firm profile.
    • Visible and read only for firm users with access to the firm profile.
    Edit
    • Read-only for company users with access to the firm profile.
    • Editable by firm users with access to edit the firm profile.
    No access
    • Editable for company users with access to edit the firm profile.
    • Not visible to firm users.
    note
    This is the default value for any firm custom fields that were defined before the Tracker release of 5-14-2021, when the ability to define firm access type was added.
  6. Under
    Field Type
    , select
    Text
    or
    Attachment
    .
  7. In the
    Field Notes
     box for the field, you can enter optional notes about the field.
  8. If you want the field to appear on the Firm Profile page, be sure that the
    Active
    box is checked. (This box is checked by default when you add the field.)
  9. Click
    Save
    on the toolbar.
tip
Once a firm custom field is defined, you can change the order of the firm custom fields on the Firm Profile page. Click the icon in the
Reorder
 column and drag it to the new position. The fields will appear on the firm profile in the order you define on this page
Deactivate a Firm Custom Field
You can deactivate a firm custom field so that it no longer appears on the Firm Profile page. Firm custom fields can only be deactivated, not removed.
  1. Select
    Settings
    in the left navigation.
  2. In the
    Firm/Vendor Settings
     section, select
    Firm Custom Fields
    .
  3. Click the
    Add field
    button.
  4. Clear the
    Active
    box for the field you want to deactivate.
  5. Click
    Save
    on the toolbar.

View Firm Custom Fields

Once they are set up, you can find the new fields on the Firm Profile page for all of the firms in your firms list.
  1. From the left navigation, select
    Firms
    , then
    Firm
     list.
  2. Click the firm name to open the firm's profile page. Fields you created appear in the Firm Name
    Information About
    section.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company