KCS - How To Separate Multiple Items In A Text (Multi-Line) Custom Field

Objective:

  • Use Text (Multi-Line) Custom Field To Add Multiple Contact Names In Order To Search Them
  • How Should User Separate Contact Names In A Custom Field 
  • How To Separate Search Terms In A Single Custom Field

Environment:

  • Clio Web App

Additional Information:

The main search bar in your account will search for the exact characters you type in.

Answer:

You can separate the items in a text custom field by using a space, comma, ect. 

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