How to Change the Order of Custom Fields

Objective:

• Modify the order of Custom Fields
• Rearrange Custom Field order
• Reorganizing Custom Fields  
• Custom Field Sets

Environment:

• Clio Web App

Additional Information:

Modifying the order of Individual Fields will also automatically modify the order of fields within Field Sets.

Procedure:

1. Select Settings
2. Select Custom Fields 
3. Select Matter Custom Fields or Contact Custom Fields tab
4. Select Modify Order within the Individual Fields or Fields Sets sub-tab
5. Reorder the Custom Fields
6. Select Save Order