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How to Input a Value for a Contact Custom Field in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • If the custom field is connected to an intake form question, then the field will automatically update when the intake form is submitted.

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 add the Custom Field to the contact’s page or “Add” to add the Custom Field and input another value for a Custom Field
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