Adding or Editing Staff Custom Fields

The Custom Field - Staff window allows you to manage custom fields for your staff and is accessible by clicking New or Open on the Custom Field - Staff grid. See the Managing Staff Custom Fields for more information about the grid features. 

To create a custom staff field, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
  2. Select Staff Lists > Custom Fields - Staff on the navigation panel.
  3. Do any of the following:
    • Add a record. Click New on the button bar.
    • Edit a record. Select a row in the grid and click Open on the button bar, or right-click a row and select Open from the menu.
  4. Enter a unique label for the custom field or edit the existing label.

    Note: The name for the custom field must be unique in the system.

  5. Select a type from the list. The available fields in the Field options section of the window depend on the type selected.
  6. Select a View security level between 1 and 10 to allow staff with a security level equal to or greater than the level specified to have viewing rights for the field.

    Important: The View security level cannot exceed the Edit security level.

    Note: The Custom Field security level is set up for the staff on the Administrative tab of the staff profile. See Entering Staff Administrative Information for more information.

  7. Select an Edit security level between 1 and 10 to allow staff with a security level equal to or greater than the level specified for editing permission.
  8. Select additional options if you selected any of the following field types:

  9. ClosedCurrency

    • Minimum value. Use the up/down arrows to select a minimum currency value for this field.
    • Maximum value. Use the up/down arrows to select a maximum currency value for this field.

  10. ClosedDrop-down List

    • Maximum length. Set the maximum number of spaces for entries in lists.
    • List values. Enter values in the grid and select the order in which values should display in the custom field drop-down list. Right-click the grid to select from the following options:
      • New. Insert a new row in the grid.
      • Edit. Display the selected row in edit mode, allowing you to change the value.
      • Delete. Permanently remove the selected row from the grid.
      • Move Up. Reorder the selected row up one position in the grid.
      • Move Down. Reorder the selected row down one position in the grid.
      • Select All. Select all records in the grid.
      • Print. Print the grid contents.
    • Allow other values. Select the check box to allow values other than the defined list values to be entered in the staff profile. Other values entered in the profile are saved in the profile only and are not added in the List area.

  11. ClosedNumber

    • Minimum value. Use the up/down arrows to select a minimum numerical value for this field.
    • Maximum value. Use the up/down arrows to select a maximum numerical value for this field.

  12. ClosedText

    • Maximum length. Set the maximum number of spaces for entries in text fields.
  13. Set the default value to display in the custom field when creating a staff. For the Client List, Department List, Office List, and Staff Lists field types, all defined items are available for selection, regardless of your assigned permission rights or access group. If you selected the Client List or Staff List field type, do the following to select a client or staff:
    1. Enter text in the Default value box to display the top search results. As you type, the results update and the first matching item is highlighted. A search phrase of up to three words lists all search results that contain the search phrase. For example, the search phrase Jon Tyler can list Jonathan Tyler or Tyler Jones in the search results.
    2. You can do any of the following to select a client or staff:
      • Press Enter to select the highlighted item in the grid.
      • Move from the box to select the highlighted item in the grid. For example, you can press Tab or select another field or button on the window to move your focus from the box.
      • Use your mouse to select a record in the grid.
      • Use you keyboard up or down arrow to select an item in the grid, and press Enter.

    14. Client list grid contents are sorted by the client sort name. The client selection displays the client ID followed by the sort name. Staff list grid contents are sorted by the staff report name.

  14. Click one of the ClosedSave buttons or Cancel.