Issue:
- "Matter Number (Per Client)" is not an option in the "Customize with additional fields:" drop-down menu in the Settings > Firm Preferences > Matter Number screen.
Environment:
- Clio Manage
Additional Information:
n/a
Cause:
"Matter Number (Per Client)" will not appear as an option if "Matter Number" is currently selected in the "Insert separators or type your own below" box.
Resolution:
- Click x beside [Matter Number]
- Click the Customize with Additional Fields drop down menu
- Select Matter Number (Per Client)