Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

How do I Create a Contact Select Custom Field?

Objective:

  • How Do I create a Custom Field for Matters
  • How Do I create a Custom Field for Contacts
  • How Do I create a Contact Select Custom Field?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to Settings 
  2. Select Custom Fields
  3. Under Matter, Custom Fields or Contact Custom Fields select Add
  4. Enter a name for the Custom Field
  5. Under type select Contact Select 
    • Contact Select allows you to select the contact name within your Clio Account
  6. Click Save

Once saved the Custom Field will then be created. You will then be able to associate this to a Matter or a Contact.

To associate with a Matter: 

  1. When setting up the Matter navigate to Custom fields
  2. Select Add a custom field or fieldset and select the Custom Field
  3. Select a Contact for the field created
  4. Click Save Matter

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality