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What Custom Field Type Sync from Manage to Grow?

Objective:

  • What custom field type do not sync over from Grow to Manage?
  • ...

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Not every field type will sync between Grow and Manage.

 

Field types that sync:

  • Text 1 line
  • Text multi-line
  • Checkbox
  • Picklist
  • Date
  • Money
  • Integer
  • Email 
  • Web address

 

Field types that don't sync:

  • Contact select
  • Matter select
  • Time

 

To ensure that the Manage custom fields are linked to Grow and it's intake form fields, it's crucial that the custom fields be created in Manage first. 

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