- Adding Custom Fields to Matters and Contacts
- How to add Custom Fields to Matters and Contacts
- Where do I add Custom Fields to Matters or Contacts
- How do I assign a Custom Field to a Matter or Contact
- Clio Manage
For more info on how to create Matter Custom Fields click here.
For more info on how to create Contact Custom Fields click here.
- Go to the Matter or Contact
- Click Edit
- Scroll to the bottom, click Custom fields
- Click on the drop-down menu, select the Custom Field you wish to add
- Fill in the info needed
- Click Save