mattero provides the basic information required to identify a Matter, however you can also create Matter Custom Fields to store additional information specific to your needs, and organise these fields into groups.

After creation, Matter Custom Fields are also available when editing a Matter's details.

Please note, any Contact Custom Fields you create will appear in the Contacts section of a Matter. View the Create and Edit Contact Custom Fields and Matter Contacts articles for more information.

Creating Matter Custom Fields

To create a Matter Custom Field:

1. On the sidebar, select System ().
2. Under Custom Fields, select Matter Custom Fields.

3. Matter Custom Fields are categorised into Custom Field Groups; if you have no Custom Field Groups configured, first select Create New Group.
   
   If you have already configured Custom Field Groups, proceed to Step 5.

4. Enter a Name, then select OK.

Once a Custom Group has been created, you can drag and drop its order in the left-hand column to arrange the order these Groups will display in the Details tab of a Matter.

5. Select Create New Custom Field

6. Enter a Name, select a Field Type from the dropdown menu, and select a Custom Field Group; select a Practice Area as needed. (If no Practice Area is selected, the field will apply to all Practice Areas by default.)
   
   
7. Select the Mandatory and Enabled fields as needed. Setting a field as Mandatory means its information must be filled to save the Details of a Matter; the Enabled field configures whether the field appears on a Matter.
   
   
8. Selecting certain Field Types will cause the Default Value field to appear; this field applies a certain value (such as text, Contact information, or a dollar amount) on the creation of a Contact.
   
   Please note, the Default Value field will not appear or apply when creating a Date Field Type or Calculated Custom Field Type.
   
   
9. If the Field Type is set to "Contact", the Restrict Contact Selection option will appear. If this is selected, a Contact Selection List will become available; you can add existing Contacts to this list to ensure they are the only options available when completing this field in mattero.
   
   For example, if you create a Custom Field named "Barristers", you can add your organisation's barristers to the Contact Selection List, so that only these people will be available for selection when assigning Contacts to a role on a Matter.
   
   This can be done with any group of Contacts in mattero to ensure people with the right skillset are always assigned to a certain role.
   
   (View the "Assigning and Accessing Matter Contacts" section of the Matter Contacts article for more information.)
   
   Further, you can use the arrows beside each Contact to organise their order in the list, and use the Delete icon to remove Contacts from the list.
   
   
10. When all selections are made, select OK.

Editing and Deleting a Matter Custom Fields

To edit or delete a Matter Custom Field:

1. On the sidebar, select System ().
2. Under Custom Fields, select Matter Custom Fields.

3. Select the Actions icon on a Matter Custom Field to open its menu, and select Edit Details, Mark as Disabled, Mark as Mandatory, or Delete as needed.
   
   Alternatively, if a Matter Custom Field is already Mandatory, select Mark as Not Mandatory to make it non-mandatory.
   
   Please note, if Mark as Not Mandatory is selected, the Matter Custom Field will no longer be displayed on the Matter creation form when creating a Matter.

4. If Edit Details is selected, make changes as needed, then select OK.

A variety of bulk actions can also be applied to multiple Matter Custom Fields at once.

To apply a Bulk Action:

1. Hold Shift or CTRL and select two or more Contact Custom Fields, then select Bulk Actions.
   
   
2. Select Enable Fields or Disable Fields to enable or disable the selected Matter Custom Fields.
   
   Select Mark as Mandatory or Mark as Not Mandatory to configure the mandatory status of the selected Matter Custom Fields.
   
   Select Add Group to add the selected Matter Custom Fields to another Custom Field Group and select a Group from the list that appears; please note, this will not remove the Matter Custom Fields from their original Group, and they will instead appear in both Custom Field Groups.
   
   Select Remove Group to remove the selected Matter Custom Fields from a Custom Field Group, and select a Group from the list that appears.
   
   Select Move to Group to move the selected Matter Custom Fields from one Custom Field Group to another; please note, this will remove the Contact Custom Fields from their original Group.

Keywords

Custom Data, Building and Pest, Cooling Off Date, Custom Date, Driver's Licence