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Custom Fields Grayed/Greyed Out in Grow

Issue:

  • Unable to edit Field name, Field type and Dropdown options of Custom Fields in Clio Grow

Environment:

  • Clio Grow & Manage

Additional Information:

  • n/a

Cause:

Matters with those Custom Fields have been exported from Grow to Manage

Resolution:

Any Custom Field that is linked/synced to Manage through an export from Grow cannot be edited.

This is to prevent mismatches between Custom Fields of Manage and Grow, which can lead to sync errors.

To make a change you would change the Custom Field in Manage and then re-sync it into Grow (using the steps below).

Custom Field Types (IE Changing a Single Line Text to Multiline) can never be changed in either Grow or Manage.

  1. Go to Clio Manage
  2. Click Settings
  3. Click Custom Fields
  4. Click Edit under the Custom field's name
  5. Edit Custom field fields
  6. Click Save
  7. Go back to Clio Grow
  8. Click Settings
  9. Click Custom fields
  10. Click Sync Clio Manage custom fields
  11. Click Edit beside the Custom field in Grow
  12. You would see the custom field data change in Grow

 

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