KCS - Issue: Unable to remove deleted Custom Fields from Matters

Issue:

  • Unable to remove deleted Custom Fields from Matters

Environment:

  • Clio Web App

Additional Information:

Custom field that has been deleted in settings, but not removed from all existing Matters does not allow individual removal of the custom fields within the Matter in new Clio.

Cause:

New Clio does not have a "remove" button beside the deleted Custom Fields. In previous Clio, if a Custom field is deleted in the settings, but not removed from Matters, a "remove" button appears beside the custom field, even if it was a default or required field. 

Workaround: 

  1. Toggle back to previous Clio
  2. Navigate to Matter in question
  3. Click edit and scroll to Custom Fields section
  4. Click "Remove" below the Custom Field you want deleted

 

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