Custom Major Section Headers and Section Headers

When creating Custom Fields, two of the Field Types available are Major Section Headers and Section Headers. These options allow you to better organize your Custom Fields within Matters, Contacts, and Plaintiffs.

First, let’s distinguish between Major Section Headers and Section Headers.

• Major Section Headers are the white text that appears along blue banners. In the example below, “Team Members” is a Major Section Header
• Section Headers are the blue text that appears beneath those blue banners. In the example below, “Lead Attorney” and “Docketing Users” are Section Headers

You may find yourself wanting to make custom Section Headers to organize your Custom Fields and Custom Field Groups. Fortunately, doing so follows the same steps as creating any other Custom Field.

If you’re creating custom Section Headers to go beneath custom Major Section Headers, create the Major Section Headers first. The order of creation should be as follows:

1. Create Custom Major Section Headers
2. Create Custom Section Headers to place under Custom Major Section Headers
3. Create Custom Fields or Custom Field Groups to place under Custom Major Section Headers or Custom Section Headers

Major Section Headers can be created for Matters and Plaintiffs, but not for Contacts. Section Headers can be created for Matters, Plaintiffs, and Contacts.

To Create a Custom Major Section Header (For Matters or Plaintiffs):

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the chosen Property Page (Matters or Plaintiffs)
• Select “+ Add Property”
• Write the name of the Major Section Header in “Field Name”
• Do not select “Make this field a Custom Field Group”
• Select “Major Section Header” in “Field Type”
• For Matters and Plaintiffs: Select which Matter Type the Major Section Header will appear for in “Display for Matter Type”
• For Plaintiffs: Select which Page the Major Section Header will display on
• Press “Save”

To Create a Custom Section Header (For Matters, Plaintiffs, or Contacts):

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the chosen Property Page (Matters, Plaintiffs, or Contacts)
• Select “+ Add Property”
• Write the name of the Section Header in “Field Name”
• Do not select “Make this field a Custom Field Group”
• Select “Section Header” in “Field Type”
• For Matters and Plaintiffs: Select which Matter Type the custom Section Header will appear for in “Display for Matter Type”
• For Plaintiffs: Select which Page the Section Header will display on
• For Matters and Plaintiffs: Select which Major Section Header the Custom Section Header will appear under in “Display under Major Section Header”
• Press “Save”

If you want to change the order of Section Headers beneath their Major Section Header, go to “Edit Display Order” on the given Property page, and drag and drop the Section Headers to your desired location.