Objective:
- Add a new Tag
Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
From the Settings page:
- Click on the Contacts tab
- Click New Tag
- Type in the tag name
- Choose a color for the tag by clicking on the blue square and selecting a color from the palette
- Click Create Tag when done
From a Contact or Matter page:
- Click Add Tags
- Type in the tag name
- Choose a color for the tag by clicking on the blue square and selecting a color from the palette
- Click Add Tag
- Repeat steps 2-4 to add additional tags
- Click Done when finished