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Why Can't I See All Custom Field Data in a Global Search?

Objective:

  • Performing Conflict Checks
  • Searching Custom Fields
  • See all Custom Fields with search term

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. When performing a conflict check, the search term may appear in more than one Custom Field, whether it is a Matter or Contact Custom Field. Click on the arrow icon next to the Location/Match to expand all results.

    Search_Results_for_example.png

    or

  2. You can search for Multi-Line, Single-Line, Email, and URL Custom Fields in Clio's Global Search by typing in the field information and hitting enter on your keyboard, to pull up the full search results.

    As long as the Custom Field is a Text Field, it can be searched. Otherwise, it cannot be.

 

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