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How do I Create a Matter Select Custom Field?

Objective:

  • How Do I create a Custom Field for Matters
  • How Do I create a Custom Field for Contacts
  • How Do I create a Matter Select Custom Field?
  • How do I link 2 Matters together

Environment:

  • Clio Manage

Additional Information:

Why is the Matter Select Custom Field not Pulling Up All My Matters?

Procedure:

  1. Navigate to Settings 
  2. Select Custom Fields
  3. Under Matter Custom Fields or Contact Custom Fields select Add
  4. Enter a name for the Custom Field
  5. Under type select Matter Select 
  6. Click Save

Once saved the Custom Field will then be created. You will then be able to associate this to a Matter or a Contact.

To associate with a Matter: 

  1. When setting up the Matter navigate to Custom fields
  2. Select Add a custom field or fieldset and select the Custom Field
  3. Select a Matter for the field created
  4. Click Save Matter

 

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