Lead Custom Fields - Adding / Editing / Removing

In this article, we will discuss lead custom fields and how to add, edit, and remove them from Lead Docket.

In order to access lead custom fields, go to Manage > Custom Fields. This should automatically take you to the Lead Custom Fields screen.

Lead Custom Fields are used within your intake scripts and are associated with the Lead only.

Adding Lead Custom Fields

To add in a new Lead Custom Field, go to the Add Custom Field dropdown and choose the type of field you'd like to add. In this example, we will use a Dropdown List Field.

Once you select your custom field, you will see a pop-up box appear

Location: Where should this field be located?

Case Type Specific - Case Details: This will only show up under the Case Summary field in the Case Details section for specific Case Types you associate this field with. These fields are free to be re-ordered and moved into different places by using either the Display Order option or by going to Manage > Case Type > Edit and using the drag and drop feature.

All Case Types - Case Details: This will show up under the Case Summary field in the Case Details section for All Case Types in Lead Docket. These fields will stay at the top, under the Case Summary field. Any fields that you add in with the Location of Case Type Specific - Case Details will appear under the fields with the Location of All Case Types - Case Details.

All Case Types - Other: This will have the field show up in the Other tab of the lead, under the field that  is labeled Case Tracker Code. This will show up for All Case Types in Lead Docket.

All Case Types - Below Contact Information (Associated with Lead): This will show up in the Contact Information section under the field labeled Deceased on the Add New Lead screen.

When the lead is created, it then gets placed in the Contact Information tab under the lead's contact information, any Additional Plaintiff's contact information, and any Related Contacts information.

NOTE: This field is associated with the Lead and not the Contact information. To add in a field to be kept with the contact, go to Manage > Custom Fields > Contact Fields.

All Case Types - Above Case Details: This will show up in between the Case Details section header and the Case Type field.

All Case Types - Above Contact Information (Associated with Lead): This will show up in between the Contact Information section header and the First Name field in the Contact Information section on the Add New Lead screen.

Display Name: What do you want this custom field to be displayed as on the Add New Lead screen?

Directions: Should there be further instructions/description included underneath the Display Name?

Possible Values: For Checkboxes, Dropdown Lists, and Radio Buttons, you can add in different values to select from.

Case Types: To select more than one Case Type to apply this field to, hold down the CTRL button on your keyboard, and use your mouse to select the appropriate options.

Display Order: What order should the fields appear on the screen? This is one of two ways that you can rearrange custom fields on the Add New Lead Screen. To see the second way (drag and drop method), please review our Help Article on Case Types.

NOTE: Keep in mind, if you have more than one custom field with the same Display Order, Lead Docket will automatically order the two fields with the newest fields appearing below the field(s) added previously.

Columns Wide: How far across the screen do you want the field to stretch? The total number is 12, where if you make four fields in a row a length of 3, you can fit four fields on one line.

Advanced Properties

Required: Should this field be required to create the lead?

Export: Should this field be included in the export to your Case Management System?

NOTE: Marking this field as No will not allow you to use the merge code for this field in any Document Templates or E-Signature Templates.

Obsolete: Do you want to remove this field from your active Add New Lead screen, but still retain the data on older leads?

Hidden: Do you want this field to only be updated via a new submission from an integration or via the Lead Docket API?

Do Not Copy: Do you want this to be specific per lead and keep this field blank for leads promoted from the main lead? (Example: Injuries would be a good example to enable this on. Injuries per individual in a Motor Vehicle Incident could be different.)

Hidden on Add Lead: Do you want this field to only appear after you've created the lead, and not appear on the Add New Lead screen?

Default Value: Do you want this field to always have a value listed that the team will need to edit (if applicable)?

Display This When: Do you want this field to only appear when a previous question is answered in a specific way?

NOTE: This will only work for Dropdown Lists, Radio Buttons, True/False, and Yes/No fields.

Filevine Custom / Case Tracker Code: If you have a Case Management System that is integrated with Lead Docket that can map the custom fields, you can either use a dropdown menu, or manually input the field code, depending on which system is integrated.

NOTE: You can map the same custom field in Lead Docket to multiple fields in Filevine using the Pending Filevine > Mapping section.

Machine Learning Category: For LeadsAI use only