KCS - How to Create a Contact Custom Field set to Capture a Client's Birthday While Retaining the Ability Filter Contacts by Birth Day, Month, or Year

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 Web App

Additional Information:

For steps on filtering Contacts by Custom Field, click here

Procedure:

  1. Click the Settings gear icon 
  2. Click Custom Fields
  3. Click Contact Custom Fields
  4. Click Individual Fields
  5. Create the field for Birth Day:
    1. Click Add
    2. Enter a field name (i.e. "Birth Day")
    3. Under Type, select Picklist.
    4. Enter the number 1 into the first Picklist field
    5. Click the green "+" to add another picklist field
    6. Repeat steps 4 and 5 until you have entries from 1 - 31  
    7. Click Save
  6. Create the field for Birth Month:
    1. Click Add
    2. Enter a field name (i.e. "Birth Month")
    3. Open Type and select Picklist.
    4. Type January (or the number value of the month)
    5. Click the green "+" to add another picklist field
    6. Repeat steps 4 and 5 until you have an entry for each Month. 
    7. Click Save
  7. Create the field for Birth Year:
    1. Type a field name (i.e. "Birth Month")
    2. Open Type and select Text (so people can manually type in the year)
    3. Click Save
  8. Click Field Sets
  9. Click Add
  10. Name the Field Set "Birthday"
  11. Add the Year, Month, and Day fields to the set
  12. Save the Field Set 
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