Add custom field

You may like to start with an introductory video:

Custom fields are defined as belonging to the case or to the case contacts.

They are organised into sets that are accessed via tabs.

Tabs are restricted to certain case categories. This restriction determines which tabs (and hence, which custom fields) are potentially available at a case.

Permissions at both the custom field and the custom fields tab level determine whether any particular user can actually view (and possibly change) a field.

See Custom fields overview for full details.

Video demonstration of creating custom fields. This is an earlier version of Case Manager, but remains useful.