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Im Andrew from Clios learning team. In this video we will walk you through how to create custom field sets. After watching this video you will be able to group your custom fields into sets to apply in bulk when creating a new matter or a new contact. A custom field set is a group of custom fields that you can add to a matter or a contact card in one single step. Before we get started you must create your individual custom fields first before proceeding with custom field sets. If you would like to learn how to create individual custom fields click the link in the video. To group your custom fields into sets navigate to the settings section on the black side bar and click custom fields under the system column. To define a custom field set click on the field set sub tab for either your matter custom fields or contact custom fields and then click on the add button. Enter a name that helps you identify the set, in this case I will create a field set for any new divorce matters, then clic
