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 Sort the Custom Fields Picklist Alphabetically?
- Can Custom Fields be Automatically Assigned to Matters based on Practice Area?
- Why are Non-Default Custom Fields Showing Up Editing Matters?
- Can I Set Up Reminders For Custom Fields?
- Once a Custom Field has been Edited, is there a way to view who Completed the Edit or the Edit itself?
- Issue: Custom Field Values Do Not Appear In Custom Fields Tab If Field Set Is Made Default
- Why Is My Custom Field Available as a Filter after I Have Deleted It?
- Why Do Some Custom Fields Appear Under General in a Matter/Contact?
- Issue: Cannot Scroll Through When Modifying Order of Custom Fields
- How Do Multiple Matter Custom Field Sets Get Listed on the Matter?
- Only Company Contacts are Being Displayed When Choosing Contacts in the Contact Custom Field.
- Can I Assign a Colour to a Custom Field?
- Why Do I Get the Error That The Custom Field Name Has Been Taken When There Are No Current Custom Fields With The Same Name?
- Can You Convert Contact Custom Fields to Matter Custom Fields?
- How to Filter Matters by Custom Fields
- Can Data Captured in a Contact Custom Field be Auto Feed Into a Matter Custom Field?
- Do I Need to First Create the Contact for a 'Contact Select' Custom Field Before Expecting to See Them in the Matter/Contact Custom Field Drop-down Menu?
- Why Is My Custom Merge Field Not Populating?
- Can I Search by Number Range When Creating an Integer Custom Field?
- How do I Create a Matter Select Custom Field?
- Why can't I enter 100 million in the Money Custom Field?
- Can I Embed HTML in a Custom Field?
- Can I Add A PickList Custom Field Column on the Matters Page?
- Can I Transfer Custom Field Data to Another Custom Field?
- Are There Any Restrictions When Creating Custom Field Types?
- Can I Apply a Default Field or Field Set to All Matters by Practice Area?
- Can I Change the Order of the Custom Fields?
- Cannot Uncheck the Default Checkbox When Editing a Custom Field
- Can You Use the Same Custom Field for Different Custom Field Sets Within the Same Matter or Contact?
- Can I Have A Negative Money Value For a Money Type Custom Field?