Objective:
- Create a custom field set with three custom fields; one for Birth Day, one for Birth Month, and one for Birth Year
Environment:
- Clio Manage
Additional Information:
For steps on filtering Contacts by Custom Field, click here.
Procedure:
- Click the Settings gear icon
- Click Custom Fields
- Click Contact Custom Fields
- Click Individual Fields
- Create the field for Birth Day:
- Click Add
- Enter a field name (i.e. "Birth Day")
- Under Type, select Picklist.
- Enter the number 1 into the first Picklist field
- Click the green "+" to add another picklist field
- Repeat steps 4 and 5 until you have entries from 1 - 31
- Click Save
- Create the field for Birth Month:
- Click Add
- Enter a field name (i.e. "Birth Month")
- Open Type and select Picklist.
- Type January (or the number value of the month)
- Click the green "+" to add another picklist field
- Repeat steps 4 and 5 until you have an entry for each Month.
- Click Save
- Create the field for Birth Year:
- Type a field name (i.e. "Birth Month")
- Open Type and select Text (so people can manually type in the year)
- Click Save
- Click Field Sets
- Click Add
- Name the Field Set "Birthday"
- Add the Year, Month, and Day fields to the set
- Save the Field Set