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:
- Click Settings
- Select Custom Fields
- Choose whether you want a Contact or Matter Custom Field
- Click Add
- Check the box Default
- Click Save