Contents
Creating Contacts
Editing Contacts
Deleting Contacts
To access your Clio Contacts, either tap on the menu icon at the top of your screen (three horizontal bars) or swipe from left to right to access the menu.
When you view your Contacts, they are listed in alphabetical order. Companies and People are not separated as they are in the desktop application:
You have the ability to create a new Contact from the Clio app. To do so, tap on the “+” symbol at the bottom of the screen when you are viewing your Contacts or tap on the "+" to the right of "Contacts" in the main menu:
Fill in the fields displayed with the Contact information.
To add additional fields, tap on “Add Optional Fields” at the bottom of the screen and select the fields you would like to add information into. You can also search the optional fields using the search bar at the top of the screen. Once you are satisfied with your selections, tap on the back arrow.
When you are finished, tap on the check mark in the top right hand corner to create.
To edit Contact information, select the Contact you want to make changes to. Next, tap on the pencil icon at the top of the screen:
You can edit the information in this screen and if you would like to add additional information, tap on the “Add Optional Fields” link at the bottom of the page to select the additional options to add.
When you have completed editing the Contact, tap on the Save/Check Mark icon at the top of your screen:
While you are in the Edit screen you can tap on the three circles and then 'Delete" to see the ability to Delete a Contact:
Please note that a Deletion is a permanent action. You may be able to recover the Contact via the Recover Bin in the desktop application.
