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How to Add or Remove a Contact Custom Field to the Quick Intake in Clio Grow

Environment:

  • Clio Grow

Additional Information:

Checking the box Add To All Contacts will also add the Contact Custom Field to all new Contacts.

Procedure:

  1. Go to Settings
  2. Click on Custom Fields
  3. Add a new Contact Custom Field or edit an existing one
  4. Check (Or Uncheck when Removing) the box that says Add To All Contacts
  5. Click Save
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