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How are the Custom Fields Arranged in the Quick Intake in Clio Grow?

Question:

  • Can I re-order Contact/Matter custom fields in Clio Grow Quick Intake?
  • Can I arrange custom fields in Grow in a specific order?

Objective:

  • Re-organize Custom Fields in Grow
  • Change order of Contact or Matter Custom Fields in Quick Intake in Grow

Environment:

  • Clio Grow

Additional Information:

  • Click here to see how to create Custom Fields in Clio Grow

Answer:

Contact/Matter custom fields in Quick Intake are listed in alphabetical order and the order cannot be changed/re-arranged. Currently, this feature is not available. If you would like to see this feature added to Clio, please contact support@clio.com with your request and please explain how this would benefit your firm. 

 

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