Custom fields tab
Case Manager enables you to add your own custom fields to the database in order to customise the system and meet your business requirements.
This section of the site covers custom fields at a basic and case level only. For more detailed, system-wide information start at Custom fields overview.
Custom fields can be created:
- for the case
- for the contacts linked to the case
You access these in the Custom fields tab
You access these in the Contacts tab, see Contact custom fields.
When custom fields are created they are defined as belonging to one of the two options above. Both are organised into collections of custom fields that are accessed through custom fields tabs.
Below we can see a case's Custom fields tab and some of the custom fields collected by a tab titled Admin tab.
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.
For more information go to Custom fields overview.