Introducing The Law Community, the online community just for Clio customers. Sign up now.
How to Delete a Custom Field
Remove A Custom Field
Can I Delete Custom Fields?
Delete Custom Fields
When deleting Custom Fields you have the option to either delete the Custom Field and keep the data from that Custom Field within each Matter or Contact it has been applied to, or, remove the Custom Field data from All Matters.
If you delete the Fields and leave the history of them behind, you will not be able to remove them. We are working on improving this.
Go to Settings
Choose Custom Fields
Choose Delete under the Custom Field you wish to remove
If you wish to remove any data that has been recorded on this field check the box marked "Remove this custom field from any client currently using it"
If you would like to keep the data leave this box unchecked.
Note: If you delete the Fields and leave the history of them behind, you will not be able to remove them. We are working on improving this.