Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Can I Create Separate Default Custom Fields for a Company and a Person?


  • To determine if a different set of Custom Fields can be defaulted to a Company and not a Person


  • Clio Web App
  • ...

Additional Information:

For example: User wants to default a Custom Contact Field but only for a Company. 


No, not at this time.  Contact Custom Fields are not able to be specified to a Company or Person. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality