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Can I Edit the Contents of a Custom Field from the Matter Dashboard?

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:

  1. Click Edit Matter in the top right corner of the Matter Dashboard
  2. Scroll down to Custom Fields and expand the section
  3. Update Custom Fields as needed
  4. Click Save Matter
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