Objective:
- Modify the order of Custom Fields
- Rearrange Custom Field order
- Reorganizing Custom Fields
- Custom Field Sets
Environment:
- Clio Manage
Additional Information:
Modifying the order of Individual Fields will also automatically modify the order of fields within Field Sets.
Procedure:
- Select Settings
- Select Custom Fields
- Select Matter Custom Fields or Contact Custom Fields tab
- Select Modify Order within the Individual Fields sub-tab
- Reorder the Custom Fields
- Select Save Order