- Is there an option to have a note on the contact sheet dashboard section?
- I don't want to create a note because it will be stored in the 'notes' sub-tab of the contact sheet. Is there any way to display the information on the dashboard?
- Clio Manage
Yes, this can be done by creating a contact custom field, which would appear on the contact sheet's dashboard section for your contact. The contact custom field type would need to be 'Text (Multi-Line)'
For steps on how to create a contact custom field, please refer to these steps.