Custom Fields at MerusCase
As a firm administrator, you can now enable custom fields for your firm. These fields will be applied to all of your cases within MerusCase. You can create up to 50 custom fields (total), with the ability to edit the field name and/or “hide” at any time.
There are 5 different types of custom fields currently supported: 1) Date, 2) Currency, 3) Text (up to 250 characters), 4) Numeric, and 5) Yes/No (in the form of a dropdown menu). You can create and customize each custom field with your desired naming convention, however, no two custom fields can have the same title.
Please note, custom fields are currently supported for individual Case Views, only. In the future we plan to expand the functionality into merging custom fields in templates, as well as funneling data into our reports.
Getting Started - Enabling and Creating Custom Fields
Step 1: First, as a firm administrator, you’ll go to “Tools & Settings” found in the top right corner of the navigation bar. From there you’ll find the new Custom Fields section under “Systemwide Settings”.
Step 2: Then select “New Field.” This will then prompt a new pop-up modal to create a custom field.
Step 3: Enter the desired name of your newly created custom field, as well as the field type (Step 4).
Custom Fields from the Case View
Any end-user will be able to add information to the enabled custom fields directly from within a case.
Once you’re in a case, you’ll find Custom Fields under Case Details.
Upon selecting Custom Fields from within a case, you’ll be able to add information to the custom fields that have been created and enabled by your firm administrator.
