Add custom fields to user profiles

User fields hold what your firm keeps about each person beyond their name and contact details, such as a claim number or a referral source. They're your firm's own, and they aren't on the person's profile.

1. 1

   Open User Fields

   Go to Settings › Fields and choose the User Fields tab. Your fields are listed below the built-in ones, which are marked system and can't be changed.

2. 2

   Choose the field type

   Under Add new field, choose a type: Text, Single Choice, Multi Choice, Date, Time or Number. Choose Add Field.

3. 3

   Describe the field

   In Add Field, type the Label Name, such as Claim Number. For a choice field, type each choice under Options and choose Add.

   Leave Default Value empty unless most people should start with it. Choose Save.

4. 4

   Set required and order

   A new field is required and active. Switch off Required if people may leave it empty. Drag a row by its handle to change the order the fields show in.

   Switching off Active hides a field and keeps what's been entered in it. Switching it back on makes it required again. Delete can't be undone, so switch a field off instead if you may want its values later.

Only Admins can change user fields.

What happens next

Your fields appear on the Custom Fields tab of each person's Edit User, in Users, for your Admins and Managers to fill in. Add User doesn't ask for them, so fill them in once the person is added; see Edit a user's profile and custom fields. A required field must be filled in before that tab saves. That tab is the only check: Add User, an import and the API can leave a required field empty. An Admin's Edit User opens read-only, so nobody can fill in an Admin's user fields, the Admin included.

Today they can reach the LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations. in two ways:

• A note, form or e-sign built on a case can fill a box from a user field, under Prefill data. The box shows the value held by whoever opens it, so a client sees their own.
• A note made from a template carries its maker's user field values to staff who can open it. Clients don't get them, even if your firm lets them read notes, unless they made the note.

For details you track on each case, use case fields instead.