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Can I Add Default Custom Field Sets to People Contacts Only?

Question:

  • Can I add default Custom Field Sets to Contacts by Contact type?
  • Can I choose which Contact type Custom Field Sets are added to by default?
  • Can I exclude Company Contacts when adding default Custom Fields?

Environment:

  • Clio Manage

Additional Information:

Answer:

No, not at this time. If you would like to add your vote to this Feature Request, please contact our Support Team.

 

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