What Fields are Available When Using Quick Add Options to Create a New Contact?
Objective:
- What information can I add if I am creating a new Contact from the Matter page?
Environment:
- Clio Manage
- New Clio Experience
Additional Information:
- 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
Answer:
- Person or Company
- First name (if Person)
- Last name (if Person)
- Company name (if Company)
- Email
- Phone number
- Address
- City
- State/Province
- Zip/Postal Code
- Country