Custom fields are typically added to Clients or Services, or Services with a particular selected legal problem type (e.g. fields that only appear for say tenancy law services). They can be of different formats, e.g. a dropdown select box (single option or multi-select), a note field, a tick box, or date select. These new fields can all be used in search or reports. This is a powerful way to customise CLASS to your data collection needs.
It is recommended that Administrators first run Custom field ideas by Helpdesk, as they may be able to recommend the best way forward. It is also a good idea to test new ideas in the Test Site (UAT) before creating them on your production site. Contact Helpdesk if you don’t have access to the test site.
Best Practice: Please review this page before creating a custom Field.
On this window the various options on the left are:
Please review this image for the options on the right hand side of the field
Note: Please log in and out of CLASS to see your field if it does not appear on i.e. a service or close and open any open services or whichever CLASS record type / entity you just customised to see your field!