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Can I add Custom Fields to the Quick Add Contact Pop-Up from the Matter Creation Page?

December 03, 2020 07:03

Objective:

To determine if Custom Fields can be added to the Contact pop up window in the Matter creation screen
If Custom Fields can be added to the Quick Add Contact window

Environment:

Clio Manage

Additional Information:

What fields are available when using the Quick Add option to create a new Contact?

Answer:

No, not at this time.