Using Vitals for Quick Reference of Important Information Follow
What are Vitals?
Vitals is a feature that allows you to highlight important information for easy reference at the top of the customer screen (lead/case screen) in the Customer Ribbon. When viewing a lead/case record, AKA the "Customer Screen", you will always see a Ribbon at the top of the screen. Vitals are on the right side of the Customer Ribbon, as shown below.
💡 Please note the color of the Customer Ribbon may vary based on the selected theme.
Suggested Vitals Configuration
For full-service firms and firms that have multiple practice areas, it is highly recommended to create a different set of Vitals for each practice area (known as "case type" in the system).
For firms with a focused, single practice area that all have the same Vitals, you may use the "All" case type to set up the same Vitals to be shared across every practice area. It is not recommended to do this if the firm has multiple practice areas because it could cause confusion, since the fields from the "All" case type will appear in Vitals for every case type in addition to any fields added to a case type-specific layout.
💡 It is best to decide if you want every practice area to have the same Vitals or create different Vitals for each.
For example, in a personal injury practice area, the field "Describe your bodily injuries" might be a good field to put in the Vitals area, but it may not be applicable for a business litigation practice to have in the Vitals. Another example is putting the "Date of Separation" in the Vitals area for a family law practice, but not relevant for a social security disability practice area.
Configuring the Vitals
To configure the Vitals, your user account must have Admin Rights permission in the CRM. If you do not see the gear icon in the Vitals, then ask your system or firm administrator to provide you access or assist you further.
Click the ⚙️ gear icon in the top corner of the Vitals section, as shown above, to go into the Form Builder. The gear icon is a shortcut to the Vitals setup screen, which is also accessible by navigating to the Intake/Case Form Builder from the Setup menu.
Choosing a Case Type for Adding Vitals
Next, verify that you are in the correct case type before you start to add fields to the Vitals area. We will use the Auto Accident case type as our model for this example.
Setting Up Fields in the Vitals
If you do not have any Vitals fields added currently, then the screen will show you a message that will tell you how to add fields to the Vitals area, as shown below.
You can add any existing fields from the Intake/Case Form to Vitals. When a field is added to Vitals, it will share the same data as the corresponding field in the Intake/Case Form. Therefore, if you fill it out once, the data will be visible in both places, the Intake/Case Form and Vitals.
Using the "Pick Form Field" dropdown on the left side of the Form Builder, choose a field that you would like to add to the Vitals layout, and then click the "Add To Vitals" button. The Vitals fields will need to be added one at a time.
💡 Although there is no limit, it is not recommended to add more than 10 fields to the Vitals section, for visual purposes.
Please note Vitals only supports single-column mode for field layouts.
You can reorder the fields in Vitals by dragging the hamburger icon available for each field, as shown below.
To edit a Vitals field, hover over the upper-right corner of the field and click the pencil icon that appears. This will open a pop-up where you can update the field properties.
Removing Fields from Vitals
Want to remove a field from Vitals? Any fields that you add to Vitals can be safely removed from Vitals at any time without deleting the fields from the Intake/Case Form. Just make sure you are under the "Intake Vitals" or "Case Vitals" section of the Form Builder when you choose to remove fields. This will not remove the field from the actual Intake Form, as that must be done separately.
Setting Up Vitals for an Intake vs Case (For LR Clients Only)
Other than the case type, you can also create a different Vitals layout for leads versus cases (the Case view is only available if you have the LR Cases module enabled).
Note: If your firm also uses the LR cases module, then you will see an option for "Case Vitals" in the Form Builder. If not, then you will only see the "Intake Vitals" option under the tabs at the top of the screen, as shown below.
When editing a Vitals field, check the box for Intake Vitals, Case Vitals, or both inside the field properties. This will determine whether the field appears in the Vitals of a lead, case, or both. Press the "Save" button at the bottom of the pop-up to save your changes.
After you are finished configuring the Vitals layout, then it should show up inside any lead/case that has the case type where the Vitals fields were added.
Vitals default to view-only mode, but any Vitals fields can be edited by pressing the pencil icon in the upper corner of the Vitals section in the Ribbon. Any changes to the Vitals fields will autosave.
If you need further assistance with your CRM system, please reach out to the support team.
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