Objective:

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

Environment:

• Clio Manage

Additional Information:

• For more information on Default Custom Fields, see here.
• Only the Primary Subscriber 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