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

Objective:

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

Environment:

  • Clio Web App
  • ...

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. 

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