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How to Edit a Matter Custom Field in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the Settings page
  2. Click on the Custom Fields tab
  3. Click Edit next to the appropriate Matter Custom Field
  4. Edit the Custom Field
  5. Click Add To All Matters to add the Matter Custom Field to all matter pages and the Quick Intake
  6. Click Update Custom Field to save the changes
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