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:

The ability to search for Custom Field data is available to Boutique and Elite Users, and is not changed by Elite's full text search.


Here is an article related to filtering Custom Fields. 

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. 

As long as the Custom Field is a Text Field, it can be searched. Otherwise, no.

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