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Which Custom Fields Can I Sync Over from Clio Manage to Clio Grow

Objective:

  • Custom Fields
  • Not Syncing

Environment:

  • Clio Grow

Additional Information:

These Custom Fields cannot be synced from Clio Manage to Clio Grow: 

  • Contact Select
  • Matter Select
  • Time

Answer:

These Custom Fields can be synced from Clio Manage to Clio Grow:

  • Text 1-line
  • Text multi-line
  • Checkbox
  • Picklist (dropdown)
  • Date
  • Money
  • Integer
  • Email
  • Web address
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