KCS - What Happens When I Change the Name of an Option in a Picklist Custom Field?

Objective:

  • Edit name of a selection on a dropdown in Clio's Custom Fields

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

The name of that option will update to the new name in all Matters or Contacts where that selection was made.

For instance, if a Matter Custom Field of type picklist named "Judge" has an option "Robert Jones", and the option is updated to "Bob Jones" all references to "Robert" will change to "Bob" in all Matters in your account. 

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