Objective:
- Can I Add Tags to Contacts in Clio Manage as I Can in Clio Grow?
- Can I sync Tags in Clio Grow with Clio Manage?
Environment:
- Clio Manage
- Clio Grow
Additional Information:
- Custom Fields can be used in place of "tags" in Clio Manage. They can be added to the Contact or Matter and then a filtered search can be used to report on them.
- Custom Fields
- Filtering for Custom Fields
Answer:
No, at this time tags can only be used in Clio Grow.
If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.