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Cannot Uncheck the Default Checkbox When Editing a Custom Field

Issue:

  • The 'Default, this will be applied to all new and existing Matters' checkbox is greyed out when going to Settings>Custom Fields and clicking Edit under a Custom Field

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

The custom field was added to a Custom Field Set with the 'Default, this will be applied to all new and existing Matters' checkbox turned on.

Resolution:

  1. Click Settings
  2. Click Field Sets tab at the top (or Contact Custom Fields and then Field Sets, if it's a Contact Custom Field)
  3. Click Edit under the Field Set that has the custom field you're looking to edit
  4. Either click the x beside the custom field name to remove it from the field set or uncheck the 'Default, this will be applied to all new and existing Matters' checkbox
  5. Click Save
  6. Click the Individual Fields tab
  7. Click Edit under the custom field's name
  8. Uncheck the 'Default, this will be applied to all new and existing Matters' checkbox
  9. Click Save

 

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