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. But if you have a Required field - it's best practice to also make it Default as well. 

Was this article helpful?