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KCS - How to Make a Custom Field Required


  • How to Make a Field within Contacts Required
  • How to Make a Field within Matters Required


  • Clio Web App

Additional Information:

Only Administrators have the ability to create or edit Custom Fields.

Required Custom Fields have to be filled out in order to save a Matter or Contact.


  1. Go to Settings
  2. Select Custom Fields in the first column
  3. Click Edit under the Custom Field
  4. Check off the box for Required
  5. Click Save


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