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Why Do Custom Fields Appear in a Matter once Deleted in Settings

Objective:

  • Why Does Custom Field Appear in Matter once Deleted in Settings
  • My Matter Custom Fields are Duplicated

Environment:

  • Clio Manage

Additional Information:

  • There will be times that you will need to clear your cache for the changes to take effect. 

Answer:

When Deleting a Custom Field that was designated as "Default", make certain to check-off the " Also remove this custom field from all matters" box.  Otherwise, it will stay on all Matters and can only be removed manually within each Matter. 

Feature Request is currently Pending, call-in to Clio Support to add your vote.

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