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How To Create A Custom Field For Contact Details

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:

  1. Click the Settings on the Left hand side bar
  2. Select Custom Fields 
  3. Click either Contact Custom Field
  4. Click Individual Fields
  5. Click Add
  6. Fill out the Name of the field
  7. From the selection list, choose the best option for the type of field you are wanting to create
  8. Click Save
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