Note: All users can use custom fields, but only users with administrator permissions can create, edit, or delete custom fields and custom field sets.
Edit custom fields and field sets in Clio Manage
When editing a custom field, you can edit the custom field name and whether the field is default or required.
Important: If you edit the name of a custom field, the name change will be reflected on all existing contacts or matters that the custom field is already applied to.
- Go to Settings > Custom Fields.
- Select Matter Custom Fields or Contact Custom Fields.
- Select Individual Fields or Field Sets.
- Find your custom field or field set and click Edit.
Modify order of custom fields in Clio Manage
If you need to change the order that your custom fields appear when you are selecting them on a matter or contact, you can modify their order in your custom field settings.
Note: Custom fields in field sets are ordered based on the individual custom field order, not the order that they were added to the field set.
- Go to Settings > Custom Fields.
- Select Matter Custom Fields or Contact Custom Fields.
- Select Individual Fields.
- Click Modify Order.
- Change the order and click Save Order.
Edit custom fields in Clio Grow
Note: The option to edit custom fields in Clio Grow has limited functionality. You cannot change the field name or type. You can only select whether you want the custom field to appear for all new contacts or matters.
- Go to Settings > Custom fields.
- Click Edit.
- Check or uncheck the box for Add to all new contacts or Add to all new matters.
- Click Update.