You can create, edit, and delete custom fields in Clio Grow to capture additional information for your contacts and matters. This article guides you through managing these custom fields directly from Clio Grow.
Create custom fields in Clio Grow
- Go to Settings > Custom fields.
- Click New field next to either Contact custom fields or Matter custom fields.
- Add the field name and field type.
- Optional: Check the box for Add to all new contacts or Add to all new matters. If checked, this custom field will automatically be added to the contact and/or matter forms when creating new contacts and/or matters.
- Click Create custom field.
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.
Delete custom fields in Clio Grow
- Go to Settings > Custom fields.
- Click the red trash can icon.
- When the warning prompt appears, check the box and then click Delete.