How Do I Remove a Field from a Custom Field Set?

Objective:

  • Delete a Custom Field within a Custom Field Set

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Settings > Custom Fields

  2. Select Matter Custom Field or Contact Custom Field

  3. Select Field Sets 

  4. Select Edit beneath the Field Set you would like to modify

  5. Use the 'x' icon to remove the applicable field within the Custom Fields section of the Edit Custom Field Set window

  6. Select Save 

 

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