KCS - How Do I Add a Fax Number to a Contact?

Objective:

  • Include fax number for client

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click on the Edit option for the Contact
  2. In the Phone Number section, click on Add a phone number
  3. In the dropdown menu next to 'Work,' select Fax
  4. Enter the Fax Number
  5. Scroll to the bottom of the page
  6. Click on Save New Person

 

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