ImmCase user manual · Everyday work

Add your own fields

Every firm tracks something of its own: where a client came from, an internal file number, a date that matters to you. Custom fields let an administrator add these to contacts, cases and applicants, with no help from us. Your team then fills them in like any other field.

The client («Daniela Ruiz») in this guide is fictional. Only administrators see Settings → Custom fields.

On this page: Watch the video · Step by step · Good to know · PDF

Watch the video

Download the PDF guide

Step by step

1. Open Custom fields

Click Settings at the bottom of the menu, then Custom fields.

1. Open Custom fields

2. Pick where it goes

Under Module, choose Contacts, Cases or Applications (the people on a case). Then click Add field.

2. Pick where it goes

3. Name it and choose its type

Give the field a name and a type: Text, Long text, Number, Date, Yes / No or Drop-down. For a drop-down, type each choice and press Enter.

3. Name it and choose its type

4. Save

Click Save. The field is listed with its type and choices, and In use shows how many records have a value.

4. Save

5. Fill it in

Open a record and click Edit. Your fields are in their own Custom fields section of the form.

5. Fill it in

6. See it on the record

Click Update. The value now shows on the record page, and the change is in the record's history on the right.

6. See it on the record

Good to know

  • Always optional. Custom fields never block saving, so the records you already have stay valid.
  • Choose the type carefully: it can't be changed later. Drop-down choices can be renamed, but not removed once records may use them.
  • Documents don't go in a field: put them in the case's document checklist or the client's File Manager.

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