Need just one more field on your matter form? User defined reference field gives you another option.

To use the 'Reference' field on your matter form, your Location Administrator will need to: 

• Click on 'Admin' in the top navigation menu
• Click on 'General Settings' from the left hand menu
• Select the 'Features' tab
• Under the 'Matter Form Settings' section, set 'Reference Field' to 'On'
• Click on the 3 vertical dots and select the format of your reference field to either a:
  • Textbox
  • Dropdown
• Where dropdown is selected, enter the values you wish to include separated by a semi colon
• Click 'Save'

When your users are completing a matter form, the reference field will now be visible for completion.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.