Objective:
- Add additional information to the Contact
- How to Create a Contact Custom Field
Environment:
- Clio Manage
Additional Information:
-
Customers in EMEA can find details on whether they are eligible for this feature here.
- Only Administrators on the Account can add Custom Fields
Procedure:
- Click Settings or the gear icon
- Custom Fields
- Click Contact Custom Fields > Individual Fields
- Click Add
- Fill out the Name field and select a Type
- Check the Default box to display the field automatically when creating or editing Contacts
- Check the Required box to make filling out the field mandatory
- Click Save