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