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Can the Data for One of the Contact Custom Fields Appear in the Matters Field Section Too?

Objective:

  • Create a single Contact and Matter Custom Field
  • Create a Matter Custom Field whose data links to the Contact
  • Have a Custom Field link to both Contacts and Matters

Environment:

  • Clio Manage

Additional Information:

If you would like to see this Feature added, please contact Support and ask that your vote be added.

Answer:

Not at this time. Separate Custom Fields will haave to be created for Matters and Contacts. 

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