In Clio Manage and Clio Grow, tags help you categorize, organize, and group contacts, making it easier to find and differentiate between them. For example, a "Family Physician" tag can indicate a contact's profession, while a "Pays on time" tag can help track reliable clients. Once created and added to contacts, tags are visible across various contact views, allowing you to quickly access key information about your contact. You can also filter by tags to help you quickly view a particular subset of your contacts.
Create, edit, and delete tags in Clio Manage
Contact tags in Clio Manage can help you identify and search for contacts more efficiently. You can create, edit, and delete tags from the main Contacts table or directly in the contact form.
Note: Only administrators can create and manage contact tags. Once created, any user can apply tags to contacts.
- Go to Contacts.
- In the upper right corner, click Manage tags.
- Under Create new tag, click the colour dot to open the colour picker, then name your new tag.
- Click Create tag.
You can also create a new tag while you are creating a new contact or editing an existing contact.
- While in the New contact or Edit contact page, scroll to the Tags section.
- Click Manage tags.
- Under Create new tag, click the current colour to open the colour picker, then name your new tag.
- Click Create tag.
Note: Editing a tag's colour and/or name will also change the colour and/or name on any contacts where the tag is applied.
- Go to Contacts.
- In the upper right corner, click Manage tags.
- Under Manage existing tags, click the pencil icon next to a tag.
- Select a new colour and/or enter a new name.
- Click Save.
You can also edit a tag while you are creating a new contact or editing an existing contact.
- While in the New contact or Edit contact page, scroll to the Tags section.
- Click Manage tags.
- Under Manage existing tags, click the pencil icon next to a tag.
- Select a new color or enter a new name.
- Click Save.
Note: Deleting a tag will remove it from any contacts where the tag is applied.
- Go to Contacts.
- In the upper right corner, click Manage tags.
- Under Manage existing tags, click the trash can icon next to a tag.
- Click Confirm to delete the tag.
You can also delete a tag while you are creating a new contact or editing an existing contact.
- While in the New contact or Edit contact page, scroll to the Tags section.
- Click Manage tags.
- Under Manage existing tags, click the trash can icon next to a tag.
- Click Confirm to delete the tag.
Apply or remove contact tags in Clio Manage
After creating contact tags in Clio Manage, you can apply them to contacts or remove them as needed. Tags appear in the main Contacts table, the contact’s Dashboard under contact information and the matter’s Dashboard for related contacts.
Note: Removing a tag will only remove the tag from the contact. The action will not delete the tag.
- Create a new contact or edit an existing contact.
- In the Contact information section, scroll to the Tags section.
- Under Contact tags, search for a tag.
- You can apply up to 10 tags to a single contact
- If you are an administrator, you can create a new tag by clicking New contact tag.
- Click Save contact.
- Create a new contact or edit an existing contact.
- In the Contact information section, scroll to the Tags section.
- Click the X next to the tag you want to remove.
- Click Save contact.
Create, edit, and delete tags in Clio Grow
Tags in Clio Grow help you categorize and locate contacts. For example, a "Witness" tag can help you identify key individuals, or a "Low income" tag to mark clients needing special payment considerations. You can create tags from the Settings page or directly from a contact.
- Go to Settings > Contacts > Tags.
- Click New Tag.
- Name the tag and click the blue colour square to change the tag’s colour.
- Click Create Tag.
- Go to Settings > Contacts > Tags.
- Click Edit.
- Click the colour square to change the colour and/or update the tag name.
- Click Update Tag.
- Go to Settings > Contacts > Tags.
- Click Delete.
- Select OK.
Apply or remove contact tags in Clio Grow
After creating tags in Clio Grow, you can apply tags to your contacts or remove existing tags from contacts. Tags are visible in the Contacts overview and individual contacts pages.
- Go to Contacts and select your contact. You can also use the search bar to find a contact.
- Under Contact Details, find the line called Tags.
- Click Edit Tags.
- Search for the pre-created tags.
- Click Done.
Note: Removing a tag will remove it from the contact and will not delete the tag itself.
- Go to Contacts and select your contact. You can also use the search bar to find a contact.
- Under Contact Details, find the line called Tags.
- Click Edit Tags.
- Click the X next to the tag’s name.
- Click Done.