Objective:

• Can I add a Client's Initials to their Contact page without editing the name field?

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

There is currently no built-in field for adding initials / an abbreviated name to a Contact in Clio.

However, you can create a Contact Custom Field for contact Initials by following these steps:

1. Click the settings gear icon 
2. Custom Fields
3. Click Contact Custom Fields > Individual Fields
4. Click Add
5. Fill out the Name field
6. Select the Type Text (One-Line)
7. Check the Default box to display the field automatically when creating or editing Contacts
8. Check the Required box to make filling out the field mandatory
9. Click Save