How to Apply Custom Fields to a Contact in Clio Manage

Objective:

• Edit a Contact to include specific Custom Fields
• Add Custom Field to a Client's profile

Environment:

• Clio Manage

Additional Information:

• Contact Custom Fields set to default will automatically appear in the Contact's Edit page under Custom Fields.

Procedure:

1. Navigate to the Contact
2. Click Edit
3. Scroll to the Custom Fields section
4. Click inside the Select to add a custom field box
5. Select the Custom Field
6. Fill in the field
7. Click Update Person