User-defined fields are not subject to type and view profile customizations made within eCounsel or Secretariat. After the new field has been saved, and you have exited the User Field Information dialog box, the following customizations can be set by view or type profile:

• Caption (label change)
• Hint (tooltip when mouse pointer hovers over field)
• Read-only
• Hidden (supersedes the setting in view profiles)
• Required (type profile only)
  • Default Value (type profile only)
• Lookup Category (type profile only for field data types that use lookups)

To Customize a User-defined Field:

1. Open Suite Manager.
2. On the Suite Manager control panel, click the User Fields component in the System Configuration area.
3. On the User Fields window, create a user-defined field or select an existing field.
4. Click Configure.
   
5. On the View Configuration tab of the Field Configuration dialog box, edit the following for users who belong to a user group that has been assigned to the view profile:

• Caption – Click in the cell to type a caption that will appear for the field.
• Hint – Click in the cell to type a tooltip that will appear when a mouse pointer hovers over the field.
• Read-only – Click on the checkbox to indicate the field is read-only (cannot be modified).
• Hidden – Click on the checkbox to indicate the field will not appear.

6. Click on the Type Configuration tab (if available). Edit the following for matter or entity types:

• Caption – Click in the cell to type a caption that will appear for the field.
• Hint – Click in the cell to type a tooltip that will appear when a mouse pointer hovers over the field.
• Read-only – Click on the checkbox to indicate the field is read-only (cannot be modified).
• Hidden – Click on the checkbox to indicate the field will not appear.
• Required – Click on the checkbox to indicate the field must have data entered before a user can save the record.
• Default Value – Double-click in the cell to type a value that will appear for the field as a default.

  For date fields, entering $TODAY$ as the default value sets the field to today’s date when a record is created.

• Lookup Category – Select a lookup category that contains a predefined list of values from which the user can select.

7. Click Save.
8. For type configuration changes, click Refresh Server to implement the changes immediately. Otherwise, the changes will not occur until Suite Manager is closed.