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Are Custom Fields Searchable Within Clio Manage?

Objective:

  • Use the Global Search in Clio to find Custom Field information
  • Search by custom fields
  • Use the search bar to locate custom fields
  • How do I search for Custom Fields?

Environment:

  • Clio Manage

Additional Information:

Custom field search is available in the new version of Clio.

Answer:

Yes! You can search for Multi-Line, Single-Line, Email and URL Custom Fields in Clio's Global Search by typing in the field information and clicking enter to pull up the full search results.

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