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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
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