How to Edit a the Name of Contact Custom Field in Clio Grow

Objective:

  • Change the name of a Contact Field
  • Update the title of a Custom Field

Environment:

  • Clio Grow

Additional Information:

  • If the custom field is linked to a Clio Manage account, then edit the custom field in Manage and sync the custom fields after the change has been made.

Procedure:

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

 

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