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How to Enable/Disable the Custom Fields Tab

Objective:

  • How to Add or Remove the Custom Fields tab

Environment:

  • Clio Manage

Additional Information:

  • Custom Field tab is created when there are more than 12 Custom Fields added to any Matter
  • Once the tab appears, it will be added to all matters and cannot be removed
  • The first 12 Custom Field information will remain visible on the Matter Dashboard, click on More available to see all Custom Fields
  • Can I Move the Custom Fields Tab?

Procedure:

To Enable Custom Fields Tab:

  1. Go to a Matter
  2. Click Edit matter
  3. Scroll to the bottom, click Custom Fields
  4. Click on the drop-down menu, select the Custom Fields you wish to add (12 or more need to be added to enable the Custom Fields tab)
  5. Fill in the fields as needed
  6. Click Save matter
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