Objective:
- Generate a CSV export for my Contacts that includes Custom Fields
- See Custom Field data across multiple Contacts in a spreadsheet
Environment:
- Clio Web App
Additional Information:
- Custom Field columns are only available in the New Clio Experience
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:
- Click Contacts
- Click Export
- Select CSV
- Select Available columns
- Click Export