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How Do I Add a Custom Field to an Existing Contact In Clio Grow?

Objective:

  • Include a custom field for a current contact

Environment:

  • Clio Grow

Additional Information:

Answer:

  1. Go to the Contact
  2. On the left side under "Contact Details", scroll down until you see the + custom field button; click it
  3. Select the Custom Field from the drop-down
  4. Enter a value for the Custom Field
  5. Click Add & Close to add the Custom Field to the contact’s page or “Add” to add the Custom Field and input another value for a Custom Field 
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