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Why Does Custom Field Sets Default Even Though I Unchecked Them To Default In Settings?

Objective:

  • I created custom field sets that are not checked as default but appear every time I create a matter.

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

If the custom field set in question is unchecked for default but still appear every time a matter is created, it is likely that they are checked as either default or required under Individual Custom Fields. 

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