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What Happens to the Data if I Edit the Title of an Existing Custom Field?

Question:

  • What happens if I edit an existing custom field's title? Ex. Instead of date of birth, I want to rename the title to DOB
  • Edit a Custom Field Name
  • Custom Field data
  • Change Custom Field Name

Environment:

  • Clio Manage

Answer (choose one):

The data is retained and the Custom Field title will be reflected on all Contacts and Matters the Custom Field was already applied to. However, if you'd like to change the Custom Field type, this is currently a feature request and if you would like your vote added to this request, please contact support.

 

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