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 Manage
Additional Information:
What Columns Can Be Displayed on the New Clio Contacts Page?
Procedure:
- Click Contacts on the left navigation bar
- Click Columns (top-right)
- Check the box for the Default fields, or select up to five custom fields from Custom Fields
- Click Update columns