Some grumbles about Clio and other software systems arise over what fields are available for contact names. What, first and last name only? What about a middle initial or suffix? How am I going to get formal or informal address names—how about a joint address and salutations for my letters? Watch the video and see what you can do with custom fields.

Another question from my Clio clients is regarding CRM (Client Relationship Management), we call it Contact Relationship Management. Does Clio do this? Yep. Take a look at how you can create custom fields and custom field searches to manage ALL of your contacts.

Richard Marx, Gold Certified Clio Consultant

 

 

Clio Contacts – name fields your way – searches you can use

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