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Why Aren't my Custom Fields Updating in Clio Manage After Re-Exporting?

Objective:

  • Why Aren't my Custom Fields Updating in Clio Manage After Re-Exporting a Matter?

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

  • To update a custom field in Clio Manage with information from Clio Grow, you can delete the custom field from the matter or contact in Clio Manage and then re-export the Matter from Clio Grow. Custom Fields which are set as "required" cannot be deleted.

Answer:

Custom Fields entered in Clio Grow cannot be re-exported into Clio Manage if the information has changed. This is also true for any blank Custom Fields which already exist on the Matter or Contact in Clio Manage.

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