Good news — this summer, Lexicata customers will be transitioning to Clio Grow! Learn More.
How to create a contact custom field
- Go to the Settings page
- Click on the “Custom Fields” tab
- Click “New Field” in the Contact Custom Field section
- Add a Custom Field name and select a type
- Click “Add To All Contacts” to add the Contact Custom Field to all contact pages and the Quick Intake
- Click “Create Custom Field” to finish