Objective:
- Is there a way to have more than one phone number for a Contact?
Environment:
- Clio Manage
- Matters
- Contact
- Settings
Additional Information:
You can add an additional phone number to either a Matter or a Contact by adding it as a Custom Field. Instructions for adding a Custom Field to either a Matter or a Client are listed below
Procedure:
To add an additional Phone Number to a Matter
- Go to Settings (gear icon)
- Click Custom Fields
- Click Add
- Enter in "Spouse Phone Number", or any alternative name, under Name field
- Under Type, select either Integer to only allow for numerical phone numbers (6041239849), or Text (One-Line) for other additional characters (604.234.2345)
To add an additional Phone Number to a Contact
- Go to Settings (gear icon)
- Click Custom Fields
- Click Contact Custom Field subtab
- Click Add
- Enter in "Spouse Phone Number", or any alternative name, under Name field
- Under Type, select either Integer to only allow for numerical phone numbers (6041239849), or Text (One-Line) for other additional characters (604.234.2345)