Objective:
- List of reserved Custom Fields
- Unable to sync certain Custom Fields created in Clio Manage to Clio Grow
Environment:
- Clio Manage
- Clio Grow
Additional Information:
- For more information on why your Custom Fields are not syncing over from Grow to Manage please click here.
Answer:
Below is a full list of Reserved Custom Fields:
- Full Name
- First Name
- Middle Name
- Last Name
- Primary Phone
- Cell Phone
- Home Phone
- Work Phone
- Street Address
- City
- State
- Country
- Zipcode
- Company Name
- Primary Phone
- Secondary Phone
- Fax
- Description
- Estimated Value
- Location
- Matter Type
- Law Firm Name
- Current User Full Name
- Today's Date
- Today's Date (mm/dd/yyyy)
- Date (weekday only)
- Date (day of month only)
- Date (month only)
- Date (year only)