San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Delete a Custom Field

Objective:

  • Remove A Custom Field
  • Can I Delete Custom Fields?
  • Delete Custom Fields

Environment:

  • Clio Manage

Additional Information:

  • 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.

Procedure:

1. Go to Settings
2. Choose Custom Fields
3. Choose Delete under the Custom Field you wish to remove

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality