Do I put my contacts into Custom Fields or are they Related Contacts?

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  • เผยแพร่เมื่อ 13 ธ.ค. 2024

ความคิดเห็น • 3

  • @raymondsheffield3352
    @raymondsheffield3352 4 ปีที่แล้ว +3

    Excellent information again. It would be nice, however, if Clio let you create a drop-down list for related contacts so you don't have to worry about spelling error or inconsistencies in describing the relationship. This is a huge training issue, and it is one that should not be necessary.

    • @streamlined-legal
      @streamlined-legal  4 ปีที่แล้ว +1

      I agree! Please feel free to drop that is Clio's chat support so that they can add your vote to the feature request. It's already got my vote!

    • @andrewgross5439
      @andrewgross5439 3 ปีที่แล้ว

      Amen to that! Going to drop that in a chat on Monday.
      It would be nice if Clio had an open forum on requested features that allowed people to upvote requests.