Introducing The Law Community, the online community just for Clio customers. Sign up now.

What Types of Custom Fields Sync From Clio Manage to Clio Grow?

Objective:

  • What Custom Field Types do not Sync over from Grow to Manage?
  • List of Custom Field Types that Sync over from Manage to Grow

Environment:

  • Clio Grow
  • Clio Manage

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 Clio Manage first and then imported to Clio Grow.

Answer:

Not every field types will sync between Clio Grow and Clio 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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality