KCS - Can I Make a Default Custom Field Non-Default?

Objective:

  • A way to remove Custom Fields that were originally set up as Default
  • Remove unwanted Custom Fields from a Matter Dashboard

Environment:

  • Clio Web App

Additional Information:

  • Editing a Custom Field to no longer be Default does not automatically remove the Custom Field itself from a Contact or Matter.
  • A Remove link will appear if the updated Custom Field does not contain data.
  • A Remove link will NOT appear if the updated Custom Field contains data.
  • Making a Custom Field non-Default means that it will not automatically appear when creating any new Contact or Matter.

Answer:

  • Yes, you can edit a Default Custom Field so that it is no longer Default
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