Question:
- Can I edit the contents of a Custom Field from the Matter Dashboard?
- How do I update the information in my Custom Fields?
Environment:
- Clio Manage
Additional Information:
N/A
Answer:
Custom Fields cannot be edited directly from the Matter Dashboard. In order to update a Custom Field, use the following process:
- Click Edit Matter in the top right corner of the Matter Dashboard
- Scroll down to Custom Fields and expand the section
- Update Custom Fields as needed
- Click Save Matter