![]() ![]() Firm Members will see changes when they next open File details in the desktop. Save & Publish : This will save this Custom view layout, and publish it. ![]() 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. The Custom Field Layout Manager for Client Portal opens. In Client Portal, the display is simplified in a single page with two scrollable columns. In Amicus desktop, the Custom Fields on Files are displayed on one or more Custom Pages. Layout for Client Portal – design, publish, and share In Amicus Anywhere, the Custom view of File Details might appear as follows: Graphic type Custom Fields - contents are shown but not editable in Amicus Anywhere.įrame type Custom Fields -not available in Amicus Anywhere. Line Custom Field -add divider lines wherever desired.Īppointment and To Do Lookup type Custom Fields - contents are shown but not editable in 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. ![]() ![]() If a Custom Field Label is renamed, it's automatically changed in the Custom Field Layout Manager and published to Amicus Anywhere. Firm Members will see the changes when they next open File details in Amicus Anywhere Save Layout : This will simply save this Custom view layout, without publishing its changes.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).When finished selecting and arranging Fields, you can: You can also move Fields between the Column lists, and within a list. 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. 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. The Custom Field Layout Manager for Amicus Anywhere opens (You have the opportunity of removing any prior to publishing the view.) This is a quick way to populate Anywhere with Custom Fields for the File Type selected. 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. In the Custom Page/Record Management dialog, select “FILES” at the left and click the Anywhere/Portal Layout Manager button at the top center.Ĭhoose “Amicus Anywhere” and the File Type. In Amicus Anywhere, the display is simplified in a single page with two scrollable columns.īefore you begin, you‘ll need to have designed Amicus Desktop Custom Pages for the File Type you’re interested in.Īccess Custom Pages and Records under the Administration tab. Layout for Amicus Anywhere – design and publish The data is entered directly into Amicus without the need for double entry, and is immediately available.* 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.Įxposing Custom Fields to the Client Portal is a great way to gather client intake information on a matter. 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).įor example on the Civil Litigation File Type, you could have all of the Custom Fields display in Amicus Anywhere. For each File Type, individually choose which Custom Fields will be available for display and editing in Amicus Anywhere and/or the Client Portal. *For the convenience of Amicus Anywhere and Client Portal users, you can make Custom Fields on Files available. How to Show Custom Fields in Amicus Anywhere and Client Portal ![]()
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