Exposing Custom Fields in Amicus Anywhere and Client Portal

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How to Show Custom Fields in Amicus Anywhere and Client Portal

*For the convenience of Amicus Anywhere and Client Portal users, you can make Custom Fields on Files available. For each File Type, individually choose which Custom Fields will be available for display and editing in Amicus Anywhere and/or the Client Portal. Amicus provides you with the flexibility of exposing a unique set of fields for Amicus Anywhere (for a File Type) and making them shareable to the Client Portal (for the same File Type).

For example on the Civil Litigation File Type, you could have all of the Custom Fields display in Amicus Anywhere. You could have a subset or different set of Custom Fields marked shareable to the Client Portal and, for each individual File, Firm Members will choose which particular Fields to share.

Exposing Custom Fields to the Client Portal is a great way to gather client intake information on a matter. The data is entered directly into Amicus without the need for double entry, and is immediately available.*

 

Layout for Amicus Anywhere – design and publish

In Amicus Attorney by CARET desktop, the Custom Fields on Files are displayed on one or more Custom Pages. In Amicus Anywhere, the display is simplified in a single page with two scrollable columns.

Before you begin, you‘ll need to have designed Amicus Attorney by CARET Desktop Custom Pages for the File Type you’re interested in.

1

Access Custom Pages and Records under the Administration tab.

2

In the Custom Page/Record Management dialog, select “FILES” at the left and click the Anywhere/Portal Layout Manager button at the top center.

3

Choose “Amicus Anywhere” and the File Type.

If your Amicus Anywhere Layout is currently empty, you're prompted to have all Fields for the File Type automatically added to the Layout based on the order they appear in the desktop. This is a quick way to populate Anywhere with Custom Fields for the File Type selected. (You have the opportunity of removing any prior to publishing the view.)

4

The Custom Field Layout Manager for Amicus Anywhere opens

The Custom Fields currently defined on any of the Custom Pages for the File Type are available for placement in Column 1 or Column 2 of the Custom view.

Select one or more Fields in the Available list at the left and drag-and-drop them to the desired position in either of the Column lists. You can also move Fields between the Column lists, and within a list.

 

When finished selecting and arranging Fields, you can:

1. Copy Layout to Portal: This will copy this Amicus Anywhere Custom view‘s layout to the corresponding Client Portal Custom view (command available only if Client Portal Custom view’s layout is empty). This can save you time and effort.

 

1. Save Layout: This will simply save this Custom view layout, without publishing its changes

 

1. Save & Publish: This will save this Custom view layout, and publish it. Firm Members will see the changes when they next open File details in Amicus Anywhere

Notes:

If a Custom Field Label is renamed, it's automatically changed in the Custom Field Layout Manager and published to Amicus Anywhere.

 

 

If a Custom Field is deleted, or removed from all Custom Pages for a File Type, it's automatically removed from the Custom Field Layout Manager and Amicus Anywhere.

 

 

Line Custom Field —add divider lines wherever desired.

 

 

Appointment and To Do Lookup type Custom Fields — contents are shown but not editable in Amicus Anywhere.

 

 

Graphic type Custom Fields — contents are shown but not editable in Amicus Anywhere.

 

 

Frame type Custom Fields —not available in Amicus Anywhere.

 

Amicus Anywhere Screen

In Amicus Anywhere, the Custom view of File Details might appear as follows:

Layout for Client Portal – design, publish, and share

In Amicus desktop, the Custom Fields on Files are displayed on one or more Custom Pages. In Client Portal, the display is simplified in a single page with two scrollable columns.

Before you begin, you‘ll need to have designed Amicus Desktop Custom Pages for the File Type you’re interested in.

1

In the Custom Page/Record Management dialog, select “FILES” at the left and click the Anywhere/Portal Layout Manager button at the top center.

2

Choose “Client Portal” and a File Type.

3

The Custom Field Layout Manager for Client Portal opens.

The Custom Fields currently defined on any of the Custom Pages for the File Type are available for placement in Column 1 or Column 2 of the More view.

Select one or more Fields in the Available list at the left and drag-and-drop them to the desired position in either of the Column lists. You can also move Fields between the Column lists, and within a list.

4

When finished selecting and arranging Fields, you can:

1. Save Layout: This will simply save this Custom view layout, without publishing its changes

 

1. Save & Publish: This will save this Custom view layout, and publish it. Firm Members will see changes when they next open File details in the desktop. The Fields are merely made shareable—Clients will not see them automatically

 

5

From the Custom Page view of each individual File at the desktop, a Firm Member will choose which of the shareable Fields they want shared to the Portal. For details, see the “Sharing Practice Information > Sharing information via the Client Portal > Sharing Files and items with Clients” topic in User Help.