Custom Field Types

NOTE: THIS INFORMATION CAN CHANGE BASED ON WHICH CASE MANAGEMENT SYSTEM YOU HAVE INTEGRATED WITH LEAD DOCKET.

To access Custom Fields, go to Manage > Custom Fields

Types of Custom Fields

Checkbox

Can select multiple values

Currency

Date

NOTE: If you have more than 10 date fields in your intake, Lead Docket removes the pop-up calendar to ensure there is no slowness when loading the system.

Decimal

Dropdown List

File Upload

Filevine Contact

Link

- Text

This is a hyper-link to a specific URL

- Large Button

- Small Button

Number

Only numerical values are allowed

Percentage

Radio Buttons

Can only select one value

Section Heading

- Small Heading

- Large Heading

- Information Message

- Warning Message

- Information Box

- Warning Box

Text Area

Text Box

True / False

Yes / No

NOTE: For more information on field types and if/how they map to your Case Management System, please refer to the appropriate Case Management System help article