KCS - Is It Possible to Create a 'User Select' Type Custom Field?

Objective:

  • Custom Field Types
  • Custom Field for Users

Environment:

  • Clio Web App

Additional Information:

  • To learn about creating Custom Fields please click here.

Answer:

No. Alternatively, select the Picklist type and enter in the names of the Firm Members of the Account in the Picklist, or add the Users as Contacts in Clio and use the Contact Select type field.

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