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Can I Add New Types of Contacts?

Objective:

  • Can I add a different kind of Contact besides Person and Company?
  • To determine if different Contact Categories can be created

Environment:

  • Clio Manage

Additional Information:

Contact Custom Fields can be used and filtered for Contact Management purposes. 

Answer:

No, not at this time. Person and Company are the only type of Contacts Clio has, if you are looking for this ability you can reach out to support@clio.com to submit a Feature Request.

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