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KCS - 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 

 

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