Users of Lead Docket and Filevine can now map custom Filevine person fields to Lead Docket. Person fields can be searched and selected or created from Lead Docket.
Add Custom Field
Filevine person fields are custom fields that house information specific to an individual or organizational contact: names, addresses, gender, and more. Once a contact has been added anywhere in Filevine, they can be searched and added to any other custom person field. Person fields can be added to a Filevine project template in the Customs Editor.
Custom person fields can be mapped to Lead Docket. In Lead Docket, select “Manage” > “Custom Fields” from the left side menu. On the next page, click on the blue “Add Custom Field” button and select “Filevine Contact” to open the “Add Custom Field” module.
Enter the display name of this field in Lead Docket and choose the location, order, and column width where you would like this field to appear in the new lead form in Lead Docket. Choose the case type in which you would like this field to appear. In this module, you can also add directions for the field, or make the visibility of this field dependent upon other data by selecting the “Display This When” dropdown.
Lastly, enter the Filevine field selector for the person field you would like to link. The field selector can be found by clicking on this field in Filevine’s Customs Editor.
Copy the field selector from Filevine and enter it in the “Filevine Custom” field in the module. When you’ve completed all fields in the module, click “Save Changes.”
Fill New Lead
You will now see the field in the “Add New Lead” form once the correct case type is selected, with the location and placement you chose. The person field will appear with the display name and directions you added, with a “Search for Filevine Contact” button.
Click on this button to open a search module and enter the desired contact name in the search box. Click “Select” next to the correct contact to add it to the field. If you enter the search term and select “Search” and no contact is found, you will be able to create a new contact. Click “Create New Filevine Contact” to open a “New Filevine Contact” module, where you will be able to fill out all information for that contact card.
Once you have entered all desired information, select “Save Changes.” The contact will be added to Filevine and to the field in the new lead form.
Once a new lead has been posted to Filevine, you will see these person fields will be filled in the created project, as well as included in the generated note in the project’s Activity Feed.