Managing Custom Fields in Matters.Cloud
Introduction
In Matters.Cloud, custom fields allow you to capture and organise additional information specific to your firm's needs. Whether you're working with Contacts, Matters, Opportunities, or Organisations, custom fields help tailor your system to better reflect the unique data you need to track. This knowledge base article will guide you through the steps to create, edit, and delete custom fields across various record types in Matters.Cloud. By following the steps outlined, you’ll be able to easily customise your workspace to ensure that all relevant data are efficiently captured and accessible.
Creating a New Custom Field
Custom fields can be created for the following record types:
- Contacts
- Matters
- Opportunities
- Organisations
Note: The process for each is nearly identical.
General Steps in Creating a New Custom Field
Step 1: Navigate to the Custom Field Interface
- From the main navigation menu on the left-hand side, go to: Setup > [Record Type] > Custom fields.
- You will be directed to the Custom Field Interface for the selected record type.
Step 2: Add a New Custom Field
- Click the New Custom Field button at the top-right corner.
- You will be redirected to the New Custom Field Form.
Step 3: Fill in the New Custom Field Form
- Provide the relevant details (see below for field descriptions).
Step 4: Submit the Form
- Click Submit in the bottom-right corner to save your new custom field.
Custom Field Form – Field Descriptions
| Field Name | Description |
|---|---|
| Name | The name of the custom field. |
| Description | A brief description (optional). |
| For | Select the type this field applies to (Matter, Opportunity, Contact, Organisation). |
| Required | Choose whether the field is mandatory. |
| Type | Field type (Text, Number, Boolean, Date, Link, Dropdown select). |
| Contacts | Enable if the field should display on Contact records. |
| Organisations | Enable if the field should display on Organisation records. |
| Opportunities | Enable if the field should display on Opportunity records. |
| Matters | Enable if the field should display on Matter records. |
| Display on lists | Show this field in Columns dropdown list. |
| Display on details | Show this field in Details tab. |
| Display on edit | Show this field in edit forms. |
| All matter types | Apply the field to all matter types or select specific types. |
General Steps in Editing an Existing Custom Field
To modify an existing custom field, follow the steps below for each record type.
Step 1: Navigate to the Custom Field Interface
- From the left-hand navigation menu, go to: Setup > [Record Type] > Custom fields.
- You will be directed to the Custom Field listing for the selected record type.
Step 2: Edit the Custom Field
- Click on the name of the custom field you want to edit.
- Make the necessary changes in the form.
Step 3: Save Your Changes
- Click Submit in the bottom-right corner to apply your updates.
Note: You can modify all the custom fields except for Name, For and Type.
General Steps in Deleting an Existing Custom Field
To delete an existing custom field, follow the steps below for each record type.
Step 1: Navigate to the Custom Field Interface
- From the left-hand navigation menu, go to: Setup > [Record Type] > Custom fields.
- You will be directed to the Custom Field listing for the selected record type.
Step 2: Delete the Custom Field
- Click on the name of the custom field you want to delete.
- Then click the Delete button in the bottom-right corner.
Note: Deleting a custom field is permanent and will remove any associated data.
Conclusion
By utilising custom fields in Matters.Cloud, your firm can extend the platform's data model to meet your unique operational and reporting needs. This level of customisation ensures your workspace remains flexible, relevant, and aligned with your firm’s internal processes.