Client Profiles: Creating Labels for Custom Fields

Client Profiles: Creating Labels for Custom Fields


This guide walks you through how to create and label custom fields within Client Profiles.

Notes
Note: Client Profiles and Aderant Total Office refer to the same product. You may see either name used interchangeably throughout the software and documentation.

Start by launching Aderant Total Office and logging in with your Username and Password.
Click the Submit button to continue.
Once logged in, go to the top menu and click on Administration, then select System Setup from the dropdown.
In the System Setup window, locate and click on the Custom Case Info Screens icon.
In the Custom Screens window, you'll see a list of available custom information screens.
To edit a specific screen (e.g., Case Financial Info), click to highlight it, then select the Modify button on the right.

Once the layout editor opens, you can begin labeling each field as needed. Follow these indicators:

  1. Field Name – This is usually the name for the field

  2. Data type field – It may appear as a text field, dropdown, checkbox, or date field, select it

  3. Field Label – When you select the data type field, on the right-hand side under Field Properties, type your desired label into the Label box. This is what users will see on the screen.

String field
Date field
Checkbox field
Some custom screens contain multiple tabs, such as 2nd EAJA, 3rd EAJA, or others. Make sure to navigate through each tab individually and label every field on every tab
Once you’ve added labels to every field on every tab, click the Save icon at the top of the screen to save your changes.
You can close the layout window and repeat the process for remaining custom fields.






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