Clio Grow Tags

In Clio Grow, tags are used to add extra information that you need to categorize, organize, or differentiate or group prospective clients. Once added, tags are easily visible when viewing the Contacts overview page or when you click to view a contact.

Create tags

Tags can be created in your Clio Grow settings and directly from a single contact’s page.

Edit tags in settings

When editing a tag, you can change the tag’s colour and the tag’s name. To do this:

1. Go to Settings > Contacts > Tags.
2. Click Edit.
3. Change the colour and/or name.
4. Click Update Tag.

Delete tags in settings

1. Go to Settings > Contacts > Tags.
2. Click Delete.
3. Select OK.

Apply tags to contacts

There is no limit to the number of tags you can add to a contact. To apply tags to a contact:

1. Go to Contacts and select your contact. You can also use the search bar to find a contact.
2. Under Contact Details, find the line called Tags.
3. Click Add Tags.
4. Search for the pre-created tags.
5. Click Done.

Remove tags from contacts

Removing a tag from a contact will not delete the tag. If you want to permanently delete the tag, see the section above: Delete tags in settings. To remove a tag from a contact:

1. Go to Contacts and select your contact. You can also use the search bar to find a contact.
2. Under Contact Details, find the line called Tags.
3. Click Edit Tags.
4. Click the X next to the tag’s name.
5. Click Done.