KCS - What Happens When I Delete a Line from a Picklist Custom Field?

Objective:

  • Remove an option from a dropdown Contact or Matter Custom Field

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

If you select the Also remove this picklist option from all matters option and click Delete that selection is permanently deleted from all Matters or Contacts where that value was chosen. This action cannot be undone.

If you do not select the checkbox and click Delete that selection remains in all Matters or Contacts where that value was chosen. That option will not be available for future uses of that Custom Field. If a Matter or Contact is later edited and that Custom Field's value is changed, the value will not be available for selection.

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