KCS - How to add a Spouse's phone number for a Matter with multiple Contacts

Objective:

  • Is there a way to have more than one phone number for a Contact?

Environment:

  • Clio Web App
  • 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. Custom Fields are available to all Users with Boutique and above features. 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

  1. Go to Settings (gear icon)
  2. Click Custom Fields
  3. Click Add 
  4. Enter in "Spouse Phone Number", or any alternative name, under Name field
  5. 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

  1. Go to Settings (gear icon)
  2. Click Custom Fields
  3. Click Contact Custom Field subtab
  4. Click Add 
  5. Enter in "Spouse Phone Number", or any alternative name, under Name field
  6. Under Type, select either Integer to only allow for numerical phone numbers (6041239849), or Text (One-Line) for other additional characters (604.234.2345)

 

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