AdvologixPM

How do I create a custom field?

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Fields are used to track specific information. For instance, for each matter, there are different fields for information related to them. So a contact’s name would be one field, the type of a matter would be another field, and so on.

A custom field is one you create specifically for your company's AdvologixPM. That means you can create a field to track a matters’s 'county' where the case is held, how a contact prefers to be contacted, or any other specific information you deem necessary.  With custom fields, you can quickly track any information you need to run your business and track your contacts or matters, etc.

Create Custom Fields on Custom Objects

In this tutorial, Advologix walks you through how to create a custom field to add to a matter.

  1. Click Setup | App Setup | Create | Objects | Matter
  2. Scroll down to the matter Custom Fields & Relationships section and click on New.
  3. Select the field type that is best suited to what you want to do and click Next.
  4. Enter the required details for your field. For example, if you picked the field type number, then you would have to enter the field label, length (to specify how many numbers you want people to be able to enter), and decimal places.
  5. Enter any optional details you want included. When you’re done, click Next.
  6. Choose the page layouts to which you want to add the field.
  7. Click Save when you’re done.

Create Custom Fields on Standard Objects

In this tutorial, Salesforce walks you through how to create a custom field to add to a contact.

  1. Click Setup | App Setup | Customize | Contacts | Fields
  2. Scroll down to the contact Custom Fields & Relationships section and click on New.
  3. Select the field type that is best suited to what you want to do and click Next.
  4. Enter the required details for your field. For example, if you picked the field type number, then you would have to enter the field label, length (to specify how many numbers you want people to be able to enter), and decimal places.
  5. Enter any optional details you want included. When you’re done, click Next.
  6. Choose the page layouts to which you want to add the field.
  7. Click Save when you’re done.
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