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Can I Set Up Reminders For Custom Fields?

Objective:

  • Set up a reminder based on a custom field. 

Environment:

  • Clio Manage.

Additional Information:

  • To set up reminders for tasks, follow this article here.
  • To set up reminders for calendar events, follow this article here.

Answer:

Not at this time. Alternatively,  you can set up reminders for tasks and calendar events. 

If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

 

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