2017

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KCS - How to Create a Contact Custom Field to Capture the Contact's Birthday

Objective:

  • Add a client's birth date to their contact information
  • Save birthday information in Clio

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click the settings gear icon 
  2. Custom Fields
  3. Click Contact Custom Fields > Individual Fields
  4. Click Add
  5. Fill out the Name field, for example "Birth date"
  6. Select a Type, in this case "Date" is appropriate
  7. Check the Default box to display the field automatically when creating or editing Contacts
  8. Check the Required box to make filling out the field mandatory
  9. Click Save 
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