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Can I Make My Own Merge Fields?

Objective:

  • Can I create my own Custom Merge Fields
  • Can I invent my own Merge Fields
  • Can i make personalized Merge Fields

Environment:

  • Clio Manage

Additional Information:

Custom Merge Field via Custom Fields

 

Procedure:

Currently, this feature is not available at this time. However, creating a Custom Field for the Matter or Contact may be an applicable work around. Please see above article.  If you wish to see this feature in Clio, please submit a Feature Request via email to support@clio.com, or speak to one of our consultants over the phone 1-888-858-2546 x2 during our regular operating hours (Monday 12:00 am - Friday 11:59 pm PT).

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