Objective:
- Contact Fields
- Adding Contact Information
Environment:
- Clio Web App
Additional Information:
Any fields that are not available as standard can be added as Custom Fields (Custom Fields: Creating Contact & Matter Custom Fields & Sets)
Answer:
Person Contacts
- Prefix
- First name
- Last name
- Company
- Title
- Email*
- Work
- Home
- Other
- Phone Number*
- Work
- Home
- Mobile
- Fax
- Pager
- Skype
- Other
- Website*
- Work
- Personal
- LinkedIin
- Instant Messenger
- Other
- Address*
- Work
- Home
- Billing
- Other
- LEDES Client ID
- Payment Profile
- Billing Rate
*Can include multiple
Company Contacts
- Name
- Title
- Email*
- Work
- Home
- Other
- Phone Number*
- Work
- Home
- Mobile
- Fax
- Pager
- Skype
- Other
- Website*
- Work
- Personal
- Other
- Instant Messenger*
- Work
- Personal
- Other
- Address*
- Work
- Home
- Billing
- Other
- LEDES Client ID
- Payment Profile
- Billing Rate
*Can include multiple