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How to Edit a Custom Field

Objective:

  • Change the Name of a Custom Field
  • Make a Custom Field Required
  • Make a Custom Field a Default Field

Environment:

  • Clio Manage

Additional Information:

  • Only account Administrators can add or edit Custom Fields.
  • Editing the name of custom fields will not affect answers provided before the name was changed.
  • The ability to change the Custom Field type is currently a feature request. If you would like your vote added to this request, please contact support via chat, email, or phone (1-888-858-2546). 

Procedure:

  1. Go to Settings in the navigation bar
  2. Click Custom Fields
  3. Find the Custom Field to edit
  4. Click the Edit button below the field
  5. Make desired changes
  6. Click Save

 

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