Objective:
- How do I Create a Custom Field That Allows me to Enter a Specific Contact's Details?
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Click the Settings on the Left hand side bar
- Select Custom Fields
- Click either Contact Custom Field
- Click Individual Fields
- Click Add
- Fill out the Name of the field
- From the selection list, choose the best option for the type of field you are wanting to create
- Click Save