Firm > Custom Fields tab

Alerts and notices

Use custom fields to track information that is not tracked in the applications' default configuration.

Note: For each custom field that you set up, the application creates a corresponding variable for use in the Report Designer.

Choose Setup > Firm Information > Firm and then click the Custom Fields tab. Any custom fields previously defined for this data-entry screen (in the Setup > Custom Fields > Firm screen) will appear in this tabbed page.

You can select one of the following field types.

  • Checkboxes
  • Date fields (with an on screen calendar attached)
  • List (drop-down that is customizable)
  • Number fields (with an on screen calculator attached)
  • Text fields (up to 30 characters in length)
  • Staff list (drop-down with a list of active staff members)

See also: Setting up custom fields

Fields & buttons

The fields and buttons available in this tab are based on the custom fields that have been set up for the Firm screen in the Setup > Custom Fields > Firm screen.

Related topic: Creating list entries for custom fields

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