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
- How to Create a Contact Custom Field to Capture the Contact's Birthday
- Where Can I Find the List of Available Merge Fields?
- What Happens When I Delete a Line from a Picklist Custom Field?
- How do I Delete Options in a Picklist Custom Field?
- What Happens When I Change the Name of an Option in a Picklist Custom Field?
- Can I Re-Order My Picklist Custom Field Options?
- Why Can't I Check Off a Custom Field to be Default?
- Why are my Custom Fields not Automatically Populating in my Matter?
- Why Aren't the Custom Fields I Created Available when I Create or Edit a Matter or a Contact?
- If I Bulk Import Custom Fields Can I Overwrite Existing Custom Field Data?
- I Deleted a Custom Field but Did Not Use the Option to Remove It From All Matters, Can I Completely Delete It Now?
- Why Is A Deleted Custom Field Showing Up In the Modify Order List?
- How to Create a Holiday Card List
- Is It Possible to Create a 'User Select' Type Custom Field?
- Can I Import a New Custom Field into an Existing Contact or Matter?
- How to Make a Custom Field Required
- What Happens if I Delete a Custom Field?
- Why is My Custom Field Set Not Staying in the Correct Order?
- Are Custom Fields Searchable Within Clio Manage?
- Can I Create Contact Groups?
- How Do I Ensure that a Custom Field Will Show up for all Matters?
- Is There a Way to Make Sure that a Custom Field Gets Added to all Existing Matters?
- Will I Lose My Custom Fields If I Downgrade My Subscription Plan?
- Can I Edit a Field Set after It's been Added to a Matter?
- How to Search for Matters by Custom Field?
- How to Add Custom Merge Fields to Document Templates
- How to Apply Custom Fields to a Contact in Clio Manage
- Can I Edit the Custom Field Type?
- How to Edit a Custom Field
- Are There Any Custom Field Restrictions?