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Tip of the Week: Custom Fields

Earlier this week we released the capability of adding Custom Fields under Clients and Matters. Being able to customize fields according to your individual business needs allows you to exercise greater control and flexibility by adding information beyond basic data. These user defined fields means you can be as creative and intuitive as needed when storing information under each individual Client and Matter.

You can setup Custom Fields either under the Clients or the Matters. Click under Clients>Settings, and head over to the Custom Fields tab. You’ll see sub-tabs here to apply Custom Fields either at Client level or Matter Level.When you click on ‘New Custom Field’ on the top right, a window will appear allowing you to specify your needs for this new custom field you wish to create.

You can see a variety of options available under the ‘Type’ field. Each type will determine how the ‘Default Value’ field will be formatted. Here’s a list of the different ways these choices will impact your custom field to benefit your needs:

You can add a Default Value on this screen to apply universally, or you can leave it blank to allow you to enter different values under each individual Client/Matter. To access Custom Fields under individual Clients and Matters, click on Clients>Clients & Matters>[click on Client name or Matter name]>Custom Fields tab.

The benefits of adding data beyond the predetermined and standard fields is vital for the unique needs and requirements of any business, and that’s why TimeSolv has worked on allowing our customers to be able to directly access and customize their user interface with their own preferred terminology and specificity.

If you’d like TimeSolv support to help you with setting up Custom Fields, please call 1.800.715.1284 or schedule a FREE 30-minute session now!

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4 Comments

  1. Vickey Clements @ The McCullough Group in SLC, Ut on March 19, 2018 at 12:43 pm

    Are these fields used as reference data for us?
    Or are they available to print in some form?



    • Maleeha Ahmad on March 20, 2018 at 1:03 pm

      For now, custom fields are used just for referencing data. They are not available for reports as of yet.



  2. Vickey Clements @ The McCullough Group in SLC, Ut on March 19, 2018 at 12:44 pm

    These tips are being sent to our contract Bookkeeper, Sarah Willardsen.
    She has been forwarding them to me.
    Would it be possible to add my email to the distribution list?



    • Maleeha Ahmad on March 20, 2018 at 1:02 pm

      Thanks for contacting us Vickey. You will be added to our mailing list so that you get these tips directly.