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KCS - How Do I Ensure that a Custom Field Will Show up for all Matters?

Objective:

  • Make sure Custom Field appears for all existing and new Matters

Environment:

  • Clio Web App
  • Custom Fields

Additional Information:

Once this has been done the Custom Field will appear ready to be filled out. However, it doesn't have to be filled out.

Procedure:

  1. Click to either "Add" or "Edit" a Custom Field
  2. Check the box next to "Default"
  3. "Save"

 

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