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Am I able to Group Custom Fields together on the Matter Dashboard?

Objective:

  • Have sub-title sections for Custom Fields on the Contact or Matter pages

Environment:

  • Clio Manage

Additional Information:

  • For more information on changing the order of Custom Fields, please see here.

Answer:

Not at this time. You are able to change the order that Custom Fields display in on the Dashboard (as per the above instructions), but you cannot create sub-headings for certain Custom Fields to group them together under.

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