Objective:
- Check a Custom Field to be Default
Environment:
- Clio Manage
Additional Information:
- Once a Custom Field has been set to Default, it will automatically be available to populate when creating or editing a Contact or Matter.
Answer:
- Rather than placing your cursor over the Contact or Matter Custom Field Default check box, use the Edit hyperlink to open the Edit Custom Field window. You will then be able to place a check mark beside Default and Save the new setting.