KCS - How To Create a Referral Custom Field

Objective:

  • Creating a Referral Field 
  • Tracking referrals in Clio 

Environment:

  • Clio Web App

Additional Information:

  • You must have a Boutique or Elite account to create a referral. 

Procedure:

  1. Go to Settings
  2. Select Custom Fields
  3. Select the Add button
  4. Fill out the Name field. Example Referral Source
  5. Select the Type as ether Contact or Text (One-line). Contact means a Contact must be created for this field, or a text (One-Line) would simply require typing out the referrals name.
  6. Check the Default box to display the field automatically when creating/editing Matters
  7. Check the Required box to make filling out the field mandatory
  8. Select the Save button

 

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