Objective:
- Generate a CSV export for my Contacts that includes Custom Fields
- See Custom Field data across multiple Contacts in a spreadsheet
Environment:
- Clio Manage
Additional Information:
Procedure:
To Report on Specific Custom Fields:
- Click Contacts
- Click Columns
- Select up to five custom fields to display
- Click Update columns
- Click Export
- Select CSV
- Select Visible Columns only
- Click Export
To Report on all Custom Fields:
- Go to https://app.clio.com/export (U.S.) or https://eu.app.clio.com/nc/#/ (EU)
- Click Excel ready CSV beside Contacts
- Review the excel file that was downloaded to your computer