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

After creation, these custom fields are available when editing a Matter's details.

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. Select Create New Custom Field.

4. Enter a Name; please note, your entry in this field will automatically appear in the Description field as well, however the Description field can still be edited.
   
   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.)
   
   Enter Help Text as needed; this text will display when a mattero User is editing a Matter's details.
   
   
5. Select the Mandatory and Enabled fields as needed. Setting a field as Mandatory means its information must be filled to save the Details in a Matter; the Enabled field configures whether or not the field appears on a Matter.
   
   
6. When all selections are made, select OK.

To create a Custom Field Group:

1. Select Create New Group.

2. 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.

To add an existing Custom Field to a new Custom Field Group, view the Edit Matter Custom Fields section below.

Editing or 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 menu for a Custom Field; select Edit to edit its details, or select Delete to delete the Matter Custom Field.

4. If Edit is selected, make changes in the window that opens; change the Name, Practice Areas, and Field Type, select a new Custom Field Group from the dropdown menu, and configure the Mandatory and Enabled fields as needed.
   
   When all changes are made, select OK.