Objective:

• To determine if Contact Custom Fields appear on a Matter.
• To determine if the Matter Dashboard can the Client module so Contact Custom Fields.

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

Presently, the client view box from within a Matter will only show you a limited amount of information pertaining to the client.

To view Contact Custom Fields you would need to click the Client's name in this box.