KCS - Can I Abbreviate a Contact's Name in Clio Without Having to Change the Actual Name in the Name Field?

Objective:

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

Environment:

  • Clio Web App

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
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