Objective:
- How to add value to a Matter Custom Field in Clio Grow
- How to add a Custom Field to a Matter in Clio Grow
Environment:
- Clio Grow
Additional Information:
n/a
Procedure:
- Navigate to the Matter Dashboard
- On the left side under "Matter Details", click + Custom Field
- Select the appropriate Custom Field from the drop-down list
- Enter a value into the Custom Field
- Select Add & Close to finalize the addition of the new Custom Field or Add to attach additional Custom Fields to the Matter