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