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What Types of Custom Fields Sync from Manage to Grow?

Objective:

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

Environment:

  • Clio Grow

Additional Information:

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

Answer:

Not every field type will sync between Grow and Manage.

 Field types that do sync:

  • Checkbox
  • Date
  • Email 
  • Integer
  • Paragraph Text
  • Money
  • Picklist
  • Single Line Text
  • Web address

 

Field types that don't sync:

  • Contact select
  • Matter select
  • Time
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