Custom Fields (VF Fields)

VF Fields (VerdictFlow Custom Fields) let you extend lead data beyond the standard fields. Capture any information specific to your firm's intake process.

What Are VF Fields?

VF Fields are custom data fields you define that appear on all leads. They can capture:

• Practice-specific information
• Internal tracking data
• Qualification criteria
• Any data unique to your workflow

Creating Custom Fields

Step-by-Step

1. Navigate to Settings → Custom Fields
2. Click + Add Field
3. Configure your field:
   • Field Name - Label that appears on leads
   • Field Type - What kind of data it holds
   • Required - Whether it must be filled in
   • Description - Help text for users
4. Click Create Field

Field Types

Dropdown Options

For dropdown and multi-select fields:

1. Enter each option on a new line
2. Options appear in the order entered
3. You can reorder later

Using Custom Fields

On Lead Forms

VF Fields automatically appear on:

• Add Lead form
• Lead detail page (Overview tab)
• Import CSV mapping

Filtering by Custom Fields

Custom dropdown and checkbox fields can be used as filters:

1. Open the Filter panel
2. Your custom fields appear in the list
3. Filter just like standard fields

In Table View

Add custom fields as columns:

1. Click Columns in table view
2. Check the custom fields you want visible
3. Columns update immediately

Managing Custom Fields

Editing a Field

1. Go to Settings → Custom Fields
2. Click the field to edit
3. Update name, description, or options
4. Click Save Changes

Reordering Fields

1. Go to Settings → Custom Fields
2. Drag fields to reorder
3. Order determines display order on lead forms

Deleting a Field

1. Click the field to edit
2. Click Delete Field
3. Confirm deletion

Best Practices

Naming Fields

• Use clear, descriptive names
• Be consistent with capitalization
• Avoid abbreviations

Choosing Field Types

• Use Dropdown when you have a fixed set of options
• Use Text for unique values (IDs, names)
• Use Date for any date-based tracking
• Use Checkbox for simple yes/no questions

Organization

• Group related fields together
• Put most important fields first
• Don't create too many fields (aim for under 20)

Custom Fields in Exports

When exporting leads:

• All custom fields are included
• Column headers use field names
• Values export in their native format

Custom Fields and Forms

VF Fields can be added to intake forms:

1. Edit a form in the Form Builder
2. Drag a VF Field onto the form
3. Form submissions populate the field

This lets you capture custom data directly from web forms.

Limitations

Other limits:

• Dropdown fields support up to 100 options
• Field names must be unique

Examples

Personal Injury Firm

• Injury Type (Dropdown): Auto, Slip & Fall, Medical, etc.
• Has Attorney (Checkbox): Yes/No
• Statute Date (Date): Important deadline
• Policy Limits (Text): Insurance policy limits

Immigration Firm

• Visa Type (Dropdown): H1B, L1, EB1, etc.
• Priority Date (Date): USCIS priority date
• Country of Origin (Text): Client's home country
• Family Members (Number): Dependents on case

Next Steps

• Exporting Leads - Include custom fields in exports
• Forms Guide - Add custom fields to forms