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How to Add a Custom Field on Case Card

  • Updated

To add a Custom Field on the Case Card, head over to the Details-view.

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Click the Add Field... button.

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The following drop-down dialog will appear, click on it.

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The existing Custom Fields in the system will appear, select the Custom Field you want from the list.

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After selecting the Custom Field and filling in the information, click the Create button, and you are done.

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Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.