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How do I Reorder Custom Field Sets on a Matter or Contact's Custom Field Tab?

Objective:

  • Re-order/change/customize/move/swap the order of Custom Field Sets

Environment:

  • Clio Manage

Additional Information:

  • Custom field sets display alphabetically in the Custom Field tab. 
  • Only Administrators can edit Custom Field Sets

Procedure:

  1. Click on Settings
  2. Click on Custom Fields
  3. Click on Field Sets for Matters (or Contact Custom Fields, then Field Sets for Contacts)
  4. For each Field Set you want to reorder Find the Field Set you wish to reorder
  5. Click Edit for that Field Set
  6. 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")

  7. Click Save
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