KCS - 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 Web App
  • Custom Fields

Additional Information:

Only account Administrators can add or edit Custom Fields.

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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