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How Do I Create A Default Custom Field?

Objective:

  • Where do I make a Custom Field default?
  • Make default Custom Fields

Environment:

  • Clio Web App

Additional Information:

  • For more information on Default Custom Fields, see here.
  • Only the Account Owner and Administrators can create Custom Fields. 

Procedure:

  1. Click Settings
  2. Select Custom Fields
  3. Choose whether you want a Contact or Matter Custom Field
  4. Click Add 
  5. Check the box Default
  6. Click Save

 

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