Custom Fields
The following articles provide instructions for creating and applying Clio Custom Fields, and for using Custom Fields in Document Automation.<br /><br />
Custom Fields are available to subscribers of our Legacy, Boutique, and Elite plans. If you are interested in a demo of Custom Fields, or if you are ready to upgrade you account, please contact us by email at <a href="mailto:sales.team@clio.com">sales.team@clio.com</a> or give us a call at 1-888-858-2546 (choose option #1).
Videos
Articles
- Can I Edit Custom Field Date Format in Clio?
- Is There A Maximum Number of Custom Fields or Custom Field Sets I Can Add?
- Why Does a Custom Field Appear When Creating a New Contact or Matter?
- What is the Difference Between Individual Custom Fields and Custom Field Sets?
- How to Enable/Disable the Custom Fields Tab
- Duplicate Row When Importing Custom Field Data
- Is There A Character Limit for Custom Field Names
- Why Does it Say 'All Custom Fields Used.' in the Dropdown Menu When I Try to Add Custom Fields to a Contact/Matter?
- Can I Bulk Update a Custom Field?
- Can I Add Custom Field Types?
- Issue: Custom Field Set Does Not Appear When Searched For When Creating or Editing a Matter or Contact
- Can I add a Custom Fields to the Documents Tabs?
- How To Sort Contacts By Originating Attorney Custom Field
- Are Custom Fields able to be Added to the Time Entry Window?
- How do I Rearrange the Order of Custom Fields Within a Field Set?
- Is There a Way To Link a Recurring Calendar Event To A Custom Field?
- Can I Apply a Default Custom Field or Field Set to all Matters by Practice Area?
- Is There a Custom Field That Allows Users to Select Multiple Options?
- Can a Matter Auto-filter Custom Field Sets by Practice Area?
- Can I Add Default Custom Field Sets to People Contacts Only?
- What Happens to the Data if I Edit the Title of an Existing Custom Field?
- Full List of Reserved Custom Fields in Clio
- Can I Add Instructions to a Custom Field?
- Cannot Add Zeros In Front of a Number in a Custom Field
- Can I Create Custom Fields that are Added to and Required for New Matters Only?
- Why Can't I See All Custom Field Data in a Global Search?
- Can I Edit An Existing Custom Field Type?
- Why Do Custom Fields Appear in a Matter once Deleted in Settings
- Can I Have A Single Custom Field That Contains Multiple Types?
- Can I Bulk Delete Custom Fields?