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Is There a Way to Differentiate a Contact from an Office Vendor?

Objective:

  • To determine if there is a way to mark some Contacts different than others

Environment:

  • Clio Manage

Additional Information:

Contact Custom Fields

Answer:

No, not within the Clio Contact page, however, there are some alternative suggestions:

  • You can use a Contact Custom Fields.
  • Another suggestion would be to add "Vendor" to the first or last name of the Contact.  For example, Vendor-Smith, John, will group all Vendors together in the V section of your Contacts. 
  • You can also put in "Office Vendor" in the Contact's Title.
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