Objective:
- How can I view trial dates under Matters?
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Click Settings
- Select Customs Fields
- Choose whether you want a Contact or Matter Custom Field
- Name the Field "Trial Date"
- Select Date as Custom Field Type
- Click Add
- Check whether you want this Custom Field to be Default and/or Required
- Click Save