Issue:
- When clicking "Save and create new Matter" on the Edit Contact page to create a new Matter default custom fields do not appear in the Custom Field section of the New Matter page
Environment:
- Clio Manage
Additional Information:
- n/a
Answer:
Workaround:
Default Custom Fields should appear when you create a new Matter by clicking the "New Matter" button on either the general Matters page or the Contact Dashboard.