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Can I Create Separate Default Custom Fields for a Company and a Person?

December 08, 2020 05:39

Objective:

To determine if a different set of Custom Fields can be defaulted to a Company and not a Person

Environment:

Clio Manage
...

Additional Information:

For example: User wants to default a Custom Contact Field but only for a Company.

Answer:

No, not at this time. Contact Custom Fields are not able to be specified to a Company or Person.