Add and order dynamic fields and dynamic field groups

Videos: Edit contact settings; Set up contact dynamic fields

Settings - Contacts

Learn about dynamic fields

You can add your own fields for use in Contacts and other CCH iFirm modules. This enables you to specify additional information that you want to store about your clients. You can then change the order in which dynamic fields display in a contact's profile. In addition, you can structure your dynamic fields into groups and include them on the Details screen. For information on how to use dynamic fields, read the edit dynamic field details page.

There is a limit of 50 dynamic fields you can add, which depends on different variables. Contact us if you would like more information on this.

The Dynamic Fields page in Settings > Contacts:

The Dynamic Fields tab in Contacts:

  1. Click Settings > Contacts > Dynamic Fields.
  2. Click Add Dynamic Field.
  3. Click the arrow beside Field Type and select the format for the field.
Field type format Example of what you will see in Contacts
Select (yes/no)
Select (blank/yes/no)
Text field
Text area
Date field
User-defined list
  1. Type the Field Label - this is the name of the dynamic field that you will see in Contacts > Dynamic Fields (see examples above).
  2. Type the Field Label Abbreviation - this is used in the expanded search filter.
  3. Assign the field to a dynamic field group, if you wish.
  4. Edit the default Security Settings - this will allow users to view and/or edit dynamic fields.
  5. Enable email notifications, if you wish (available only for the two Select field types).
  6. This will send an email to inform a nominated user of the change in value.
  7. For example, setting up a Ready to Interview dynamic field to send an email to your receptionist when the value changes from No to Yes, requesting them to contact a client and arrange a meeting time.
  8. Click Save or Create (depending on the field type you selected).

  1. Click Settings > Contacts > Dynamic Fields.
  2. Click Order Dynamic Fields.
  3. Click Order Alphabetically to order the dynamic fields alphabetically OR click the dynamic field you want to move up or down the order, then click Up or Down, as necessary.
  4. Click Save.

  1. Click Settings > Contacts > Dynamic Fields.
  2. Click Edit Dynamic Field Groups.
  3. Click Add Dynamic Field Group.
  4. Type a Group Name.

  1. Select Make this group available on the 'Details' screen in contacts, if necessary.
  2. Click Save.

  1. Click Settings > Contacts > Dynamic Fields.
  2. Click Dynamic Fields.
  3. Click Edit Dynamic Field Groups.
  4. Click Order Dynamic Field Groups.
  5. Click Order Alphabetically to order the groups alphabetically OR click the group you want to move up or down the order, then click Up or Down, as necessary.
  6. Click Save.
See Also:

Edit the general settings

Add a business entity

Edit the client types and client subtype categories

Edit the note categories

Set up custom firm groups and filters (Firm Settings - mostly used in Practice Manager)