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How to Add Columns to the Contacts Listing Page

Objective:

  • See Custom Field data for multiple Contacts at once
  • Report on Custom Field information for my Contacts
  • How to Add Custom Field Columns to the Contacts Listing Page

Environment:

  • Clio Web App

Additional Information:

What Columns Can Be Displayed on the New Clio Contacts Page?

Procedure:

  1. Click Contacts on the left navigation bar
  2. Click Columns (top-right)
  3. Check the box for the Default fields, or select up to five custom fields from Custom Fields 
  4. Click Update columns
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