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KCS - 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 Web App

Additional Information:

n/a

Procedure:

  1. Click the Settings gear icon 
  2. Custom Fields
  3. Click either Contact or Matter Custom Fields
  4. Click Individual Fields
  5. Click Add
  6. Fill out the Name of the field
  7. Select Contact Select from the drop-down menu
  8. Click Save
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