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How Do I Create Custom Field for Trial Dates?

Objective:

  • How can I view trial dates under Matters?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click Settings
  2. Select Customs Fields
  3. Choose whether you want a Contact or Matter Custom Field
  4. Name the Field "Trial Date"
  5. Select Date as Custom Field Type
  6. Click Add
  7. Check whether you want this Custom Field to be Default and/or Required
  8. Click Save

 

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