Important: This article describes unified Clio. Unified Clio is available to firms in stages, so your account may still use the old experience. To switch to the old experience, open the user menu. Then select Switch to the old experience. Your data and settings are the same in both experiences.
To help you keep custom fields organized, you can create a custom field set.
Create custom field sets
After creating your custom fields in Clio Manage Settings, you can add them to a field set to keep them organized. When creating a field set, you can choose wether the field set needs to be added to all contacts or matters by default.
- Click the user menu (top right) > Manage settings > Custom Fields.
- Select the Matter custom fields or Contact custom fields upper subtab.
- Select the Custom fields set lower subtab.
- Click Add custom field set.
- Enter the custom field set Name.
- For Custom fields, use the dropdown to reveal and select which existing custom fields to add to the set.
Tip: Custom fields in a custom field set appear in the order you select them, so add the custom fields from the dropdown in this order. - Use the checkbox to indicate wether to apply the custom field set to all new and existing contacts or matters.
- Click Save.
Edit custom field sets
You can search for a specific field or field set, or edit its details from your settings.
- Click the user menu (top right) > Manage settings > Custom Fields.
- Select the Matter custom fields or Contact custom fields upper subtab.
- Select the Custom fields set lower subtab.
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Find your custom field or field set and click Edit.
Tip: To quickly find a field, type the field name into the search bar. - Make your updates, then click Save.
Delete custom field sets
You can search for a specific field or field set, or edit its details from your settings.
- Click the user menu (top right) > Manage settings > Custom Fields.
- Select the Matter custom fields or Contact custom fields upper subtab.
- Select the Custom fields set lower subtab.
- Find your custom field or field set and click Delete.
- Click Delete again to confirm.
Up next
- Get Started with Custom Fields: Learn about the purpose of custom fields, how to use them, and the different types of fields you can create.
- Manage Custom Fields in Clio Manage: Create, edit, and delete contact and matter custom fields from your Clio Manage settings.
- Manage Custom Fields in Clio Grow: Create, edit, and delete contact and matter custom fields from your Clio Grow settings.