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:
- Navigate to Settings
- Select Custom Fields
- Under Matter, Custom Fields or Contact Custom Fields select Add
- Enter a name for the Custom Field
- Under type select Contact Select
- Contact Select allows you to select the contact name within your Clio Account
- 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:
- When setting up the Matter navigate to Custom fields
- Select Add a custom field or fieldset and select the Custom Field
- Select a Contact for the field created
- Click Save Matter