Objective:
- How to determine who receives a holiday card
- Create a list of Contacts who will receive a Christmas or greeting card
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
- Navigate to the Clio settings
- Select Custom Fields
- Select Contact Custom Fields
- Select Add
- Enter in the name of the Custom Field
- Select Type as Checkbox
- Select Save
- Navigate to a Contact
- Select Edit
- Select drop-down to add a Custom Field
- Select the checkbox Custom Field that was created
- Check the box
- Select Update Person or Update Company
- Navigate to the main Contacts tab
- Select Filter on the right
- Select Add Contact Custom Field
- From the drop-down select the holiday card Checkbox Custom Field that you created
- Select Enabled within the next drop-down that appears
- Select the Export button
- Choose whether you will be exporting a PDF or CSV copy
- Select Create Export