Intake & Custom Fields

Outlaw lets you define your own intake questions (custom fields, really) for contacts, leads, and cases. The questions appear in the Intake & Custom Fields section of each record, where that article also covers the eleven answer types. This Settings page is where the questions themselves are managed.

The page appears under Contacts, Leads, and Cases in Settings; each copy manages the questions for that record type.

The Question List

Questions display in the order they’ll be asked: drag rows to reorder the intake form. Each row shows the question, which case types it applies to, its answer type, and its privacy flags. The list can be exported, and only administrators can change it.

What a Question Carries

• Applies To (leads and cases): limit a question to particular case types, or leave it blank to ask it on every lead and case. A divorce intake and an estate intake shouldn’t ask the same things.
• Show In Case? (leads): ask the question on the lead, and carry the answer into the case when the lead is won. Without this, the question stays on the lead only.
• Encrypted: store the answer encrypted in the database, on top of the encryption all data gets in transit. Use this for personally identifiable information like SSNs; the row shows a red lock. Flipping this on an existing question re-encrypts its stored answers.
• Hide From Client: keep the question out of the client portal, for fields your staff maintains rather than the client (a docket number, say). One caution from the app itself: don’t use hidden fields to track negative impressions of a client. That’s what Red Flags are for, and they feed the risk score; a hidden custom field doesn’t.

Deleting a Question

Deleting a question removes it from the intake form and disconnects the answers already collected for it. They no longer display as that question’s answer on any record. If you just need a better label, reword the existing question instead of deleting and recreating it; the answers stay attached.