How to add UDF on contacts and related contacts? 

In Infino Legal, you have the option to add custom fields for cases, contacts, and related contacts. Furthermore, you can create your own case, contact, and relationship types in connection with the case. All these elements allow you to design cases, projects, and initiatives with the specific data you want to include in them. 

This solution allows you to tailor the handled cases to specific requirements, which often depend on various factors (such as the number of people involved in the case or the mode of handling the case). With this capability, you have all the necessary data at your fingertips in one place. 

Add a new proceeding type and user defined fields to the proceeding 

For detailed instructions on how to add a new case type and custom fields to the case, refer to this guide: How to add new proceeding types and new fields in a proceeding?

Add fields to a selected contact type 

Adding custom fields to a contact is possible for the three most commonly used contact types – in the case ofstate offices, natural persons, and companies. 

To add a new field for a selected contact type: 

1. From the main menu, go to “Contacts” -> “Contact types“. 
2. Next to the contact to which you want to add fields, click on the three dots icon and select “Details”. 
3. On the next screen, click “Add field”. 
4. Provide the field name, description, and field type. 
5. Click “Save”. 

Edit a field in the contact type 

You can edit added fields in the system. To do this: 

1. From the main menu, go to “Settings” and click “System Configuration” -> “Contact Types”. 
2. Next to the contact in which you want to edit a field, click on the three dots icon and select “Details”. 
3. On the next screen, click on the three dots icon next to the field you want to edit and choose “Edit”. 

Note that after adding a new field, there is no possibility to change the field type. If you accidentally select the wrong field type, the solution would be to delete that field and create a new one with the correct data. 

Delete a field in the contact

Keep in mind that after entering data in the added field and until they are filled in various places in the system, it will not be possible to delete that field. After clearing the data from those fields, you can delete the field. 

To delete a field in the contact: 

1. From the main menu, go to “Contact” tab and click “Contact types”. 
2. Next to the contact where you want to delete a field, click on the three dots icon and select “Details”. 
3. On the next screen, click on the three dots icon next to the field you want to delete and choose “Delete”. If the data field is filled in some part of the system, a message will appear on the screen stating that it is not possible to delete the field. 

Enter data into user defined fields in the contact 

To enter data into custom fields in the contact: 

1. From the main menu, click on the “Contacts” tab and select “Contact list”. 
2. Find the appropriate contact type where you want to enter the data. 
3. On the contact card, next to the contact name, click on the three dots icon and select “Edit”. 
4. Then, complete the appropriate field that will appear in the “User fields”. 
5. After entering the data, click “Save”. 

Add a new type of association 

In each case, you have the option to add a related contact associated with the case. It can be a bailiff, expert witness, family member, etc. You can also define the type of association with the case or project on your own. 

To add a new case type: 

1. From the main menu, go to “Proceedings” and click “Associations types”. 
2. Click “Add new type“. 
3. Enter the name of the new type of association and click “Save”. 

Edit the type of association 

To edit the type of association: 

1. From the main menu, go to “Proceedings” and click “Associations types”. 
2. Next to the position you want to edit, click on the magnifying glass icon. 
3. Then, click on the three dots icon next to the “Associations types” header and select “Edit”. 
4. Make the necessary changes and click “Save”. 

Delete the association type

To delete the type of association: 

1. From the main menu, go to “Proceedings” and click “Associations types”. 
2. Next to the position you want to delete, click on the trash bin icon. 
3. Click “Delete“. Confirm the desire to delete the field by clicking “Delete” again. 

Add fields to a specific association type 

You can add fields that will relate to a specific contact type. 

To add fields to a specific type of association: 

1. From the main menu, go to “Proceedings” and click “Associations types”. 
2. Next to the position where you want to add new fields, click on the magnifying glass icon. 
3. Then, click “Add field”. 
4. Enter the name, description, and specify the field type. 
5. Finally, click “Save”. 

Edit a field for association type 

To edit a field related to a type of association: 

1. From the main menu, go to “Proceedings” and click “Associations types”. 
2. Next to the position you want to edit, click on the magnifying glass icon. 
3. Then, click on the three dots icon next to the field you want to edit and choose “Edit”. 
4. Make the necessary changes and click “Save”.

Delete a field for a association type 

To delete a field related to a type of association: 

1. From the main menu, go to “Proceedings” and click “Associations types”. 
2. Next to the position you want to delete, click on the magnifying glass icon. 
3. Then, click on the three dots icon next to the field you want to delete and choose “Delete”. 
4. Confirm the desire to delete the field by clicking “Delete” again.