How to Create a Holiday Card List – Clio Help Center

Objective:

Environment:

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