San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Create Custom Fields for Contacts

Objective:

  • Add additional information to the Contact
  • How to Create a Contact Custom Field

Environment:

  • Clio Manage

Additional Information:

Custom Fields are available to Loyalty(EMEA), Boutique, and Elite subscribers.

Only Administrators on the Account can add Custom Fields.

Procedure:

  1. Click Settings or gear icon
  2. Custom Fields
  3. Click Contact Custom Fields > Individual Fields
  4. Click Add
  5. Fill out the Name field and select a Type
  6. Check the Default box to display the field automatically when creating or editing Contacts
  7. Check the Required box to make filling out the field mandatory
  8. Click Save
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality