KCS - 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
  • New Clio Experience

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality