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:
- Navigate to the Contact
- Click Edit
- Scroll to the Custom Fields section
- Click inside the Select to add a custom field box
- Select the Custom Field
- Fill in the field
- Click Update Person