Good news — this summer, Lexicata customers will be transitioning to Clio Grow! Learn More.
How to input a value for a contact custom field
- Go to the desired contact’s page
- Click “Add Custom Field” in the Custom Fields section
- Select the Custom Field from the dropdown
- Enter a value for the Custom Field
- 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