KCS - How do I Add Options to an Existing Picklist Custom Field?

Objective:

  • Add additional picklist options to a current Custom Field
  • How do I update Picklist options?

Environment:

  • Clio Web App

Additional Information:

For more information regarding the Picklist Custom Field type, click here.

Procedure:

  1. Go to Settings
  2. Select Custom Fields
  3. Locate the Custom Field
  4. Click Edit under the field name
  5. Scroll down to the bottom of the pop-up window
  6. Type your additional option into the Picklist Option field
  7. Click + to add any additional options 
  8. Repeat steps 6 & 7 until you have all the necessary fields
  9. Click Save 
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