- Change the Name of a Custom Field
- Make a Custom Field Required
- Make a Custom Field a Default Field
- Clio Manage
- Only account Administrators can add or edit Custom Fields.
- 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).
- Go to Settings in the navigation bar
- Click Custom Fields
- Find the Custom Field to edit
- Click the Edit button below the field
- Make desired changes
- Click Save