Custom Fields - Admin
With Thread, you can create custom fields that can be added to a matter or contact. These fields can be viewed in matter summaries and can be used when creating a template.
Custom fields must be created for a category such as Matter - Custom, Contact - Custom, Company - Custom, or Global.
Only custom fields added to the Matter – Custom, Contact – Custom, and Global categories will apply to the Template Designer.
Creating Matter - Custom Fields
1. Select the settings tab
on the bottom left of your menu.
2. Select Template Desk, then Custom Fields.
3. Click +Field in the top right corner.
4. A pop-up window will appear. Fill in all information related to the custom field, add a data type, a category, a description, and choose whether to pin it to the matter Overview page.
Select Matter – Custom to create a custom field for matters.
Choose the type of data you want to add (e.g. text, Yes/No, drop-down).
Select the matter category where you need the field.
Add a display name.
Include a description of the field. This will appear as a tooltip when users hover over the custom field.
Toggle here to pin it to the matter Overview page.
Contact - Custom fields, and Matter - Custom fields will be accessible in the Template Designer of templates located in categories containing those fields. Only Matter - Custom and Global fields can be used across matter categories and be viewed on the matter Overview page. 5. Click OK to save.
Creating Global Custom Fields
If you want your custom field to be usable on any type of template (email, bill, global templates etc.), you can create it as a Global field instead. You will then be able to pull information from this field to any template, regardless of which category it is saved in.
Global fields will show across all matters.1. Select the settings tab
on the bottom left of your menu.
2. Select Template Desk, then Custom Fields.
3. Click +Field in the top right corner.
4. A pop-up window will appear. Select Global from the dropdown for Category Field. Add a Data type, Display name and Description. Toggle Pin if you wish to pin it to the matter Overview page and toggle Required if user must complete the field, to proceed.
5. Click OK to save.
Your field will now be visible on all matters and can be used in the Template Designer on all templates, regardless of category.
Creating Contact - Custom Fields
1. Select the settings tab
on the bottom left of your menu.
2. Select Template Desk, then Custom Fields.
3. Click +Field in the top right corner.
4. A pop-up window will appear. Select Contact - Custom from the dropdown for Category Field. Select the Data type of the field, depending on the type of information you want to add for a contact.
5. Once you have entered the field Display name and Description, click OK.
6. Created Contact - Custom field will show in the Fields tab of all contacts.
Contact - Custom fields can also be used in the Template Designer to code templates. Creating Company - Custom Fields
1. Select the settings tab
on the bottom left of your menu.
2. Select Template Desk, then Custom Fields.
3. Click +Field in the top right corner.
4. A pop-up window will appear. Select Company - Custom from the dropdown for Category Field.
5. Select the Data type of the field, depending on the type of information you want to add for a company.
6. Enter the field Display Name and Description and choose whether this field should be pinned and completion is mandatory, when adding companies.
7. Created Company - Custom field will show in any company under Custom Fields tab.
Editing Custom Fields
Once you have created a custom field, you can edit it at any time to change the data type, category, description, and pin/unpin from the matter Overview page.
Display name of custom fields is not editable. If you need to change the field name, please create a new custom field instead or contact our support team for assistance.
1. Select the settings tab
on the bottom left of your menu.
2. Select Template Desk, then Custom Fields.
3. Select the field you wish to edit and click Edit in the top grey pane.
4. A pop-up window will appear where you can edit the details.
5. When finished editing, click OK.
Deleting Custom Fields
If you no longer want a custom field to appear on Thread, you can delete it at any time.
1. Select the settings tab
on the bottom left of your menu.
2. Select Template Desk, then Custom Fields.
3. Select the field you wish to remove and click Delete in the top grey pane.
4. A pop-up window will appear asking you to confirm your decision. Click OK.
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