Objective:
- Add a client's birth date to their contact information
- Save birthday information in Clio
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Click the settings gear icon
- Custom Fields
- Click Contact Custom Fields > Individual Fields
- Click Add
- Fill out the Name field, for example "Birth date"
- Select a Type, in this case "Date" is appropriate
- Check the Default box to display the field automatically when creating or editing Contacts
- Check the Required box to make filling out the field mandatory
- Click Save