How to Add a Custom Field to a Contact in Clio Grow

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

1. Go to the desired contact’s page
2. Click Add Custom Field in the Custom Fields section
3. Select the Custom Field from the drop-down
4. Enter a value for the Custom Field
5. Click Add & Close to finish or click “Add” to add the Custom Field and then add another