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Can You Use the Same Custom Field for Different Custom Field Sets Within the Same Matter or Contact?

Question:

  • Can you create a custom field in two custom field sets within the same contact/matter?
  • Will having two custom field sets with the same custom field overwrite the previous one?

Environment:

  • Clio Manage

Additional Information:

  • For more information on creating Custom Fields, click here.

Answer:

At this time you cannot have the same custom field in two custom field sets within one contact or matter. For example, if you were to have "child's name" in two custom field sets, and put both of those custom field sets within one contact/matter, the second one would overwrite the first one. 

 

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