KCS - What is the Difference Between Default and Required Custom Fields?

Objective:

  • Default fields and Required fields
  • Creating Custom Fields that are Default 
  • Creating Required Custom Fields 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Default means that the field will appear when creating/editing the Matter or Contact card. Required means that the field must be filled in order for you to save the Matter or Contact Card.

You can have a field that Default but not Required. However, if you have a Required field, it is best practice to also make it Default as well (otherwise, you will be able to save the Matter without populating the field, if you choose not to add it). 

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