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What Fields are Available When Using Quick Add Options to Create a New Contact?
- What information can I add if I am creating a new Contact from the Matter page?
- Clio Web App
- New Clio Experience
- These fields display when using the Create a contact button from the Create new matter/Edit matter page for a new Client or Related contact
- After creating the Contact, you can edit them at any time to access the full Contact fields
- Person or Company
- First name (if Person)
- Last name (if Person)
- Company name (if Company)
- Phone number
- Zip/Postal Code