KCS - How to Delete a Custom Field

Objective:

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

Environment:

  • Clio Web App

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.

Procedure:

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

 

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