KCS - How To add a Phone Number to a Contact

Objective:

  • Adding a phone number to pre-existing contact in Clio 
  • Including a number 

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

  1. Locate the Contact 
  2. Open the Contact 
  3. Select to Edit the Contact 
  4. Scroll down and locate the phone number field 
  5. Select Add a Phone Number 
  6. Type in the number
  7. Scroll down and select Update Person 

 

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