Lawyers from all 50 states, and 27 countries have registered for the Clio Cloud Conference. Get your pass today!

Can the Data for One of the Contact Custom Fields to 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 Web App

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. 

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