KCS - When I Create A Custom Field Will It Appear On All Matters?

Objective:

  • If I add a Custom Field will it appear on every Matter I create
  • if I create a Custom Field for a matter it will show on all matters?

Environment:

  • Clio Web App

Additional Information:

This article on How Do I Create A Default Custom Field will walk you through the process of setting up default Custom Fields.

Answer:

If you add a Custom Field to Clio it will not appear on the Matter creation screen unless you set the field to be Default. 

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