- Re-order/change/customize/move/swap the order of Custom Field Sets
- Clio Manage
- Custom field sets display alphabetically in the Custom Field tab.
- Only Administrators can edit Custom Field Sets
- Click on Settings
- Click on Custom Fields
- Click on Field Sets for Matters (or Contact Custom Fields, then Field Sets for Contacts)
- For each Field Set you want to reorder Find the Field Set you wish to reorder
- Click Edit for that Field Set
- Rename the field set so that it appears alphabetically where you'd like it to appear.
You may want to add a number to the beginning of the field set’s name to indicate the position that you would like it to appear (e.g. "1. Accident Details")
- Click Save