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Can I Link Existing Grow Custom Fields with Manage Custom Fields?

Objective:

  • Created Custom Fields in Grow, if I create them in Manage will they link?

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

  • If you have created Custom Fields in Clio Grow but do not exist in Clio Manage, any data entered will not push over when the Matter is exported from Grow to Manage. 
  • For more information on how to create Custom Fields in Manage please click here
  • For more information on how to sync your Custom Fields in Grow, please click here

 

Answer:

You can create the same Custom Field in Clio Manage with the exact same Name and type, and then re-sync your Custom Fields in Clio Grow. You should now see a black Clio Icon next to the Custom Field in Clio Grow, which will indicate that the Custom Field is now linked and available in both platforms. 

 

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