Can I Edit a Field Set after It's been Added to a Matter?

Objective:

  • Editing and Updating Field Sets

Environment:

  • Clio Manage
  • Settings> Custom Fields

Additional Information:

n/a

Answer:

  • Yes, you can remove and add Custom Fields to a Field Set after it's been created and assigned to a Matter. The changes that are made will automatically be updated in the Matter or Contact the Field Set has been applied to
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