Objective:
- Add a person
- Add a new Client
- Create new Contact
- Create contact
- How to add a Contact
- How to add a Person
- Creating a Contact
Environment:
- Clio Manage
Additional Information:
The first and last name fields are required fields and must be filled in. Otherwise, you will not be able to create the Contact in Clio.
Option 1:
- Click Contacts
- Click New Person
- Enter First and Last Names
- Click Save New Person
Option 2:
- Click Create new dropdown found in the top right corner of Clio Manage
- Select Contact from dropdown
- Enter First and Last Names
- Click Save Contact