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Remove SNN Field into the Client Information For Real Estate

Remove SNN Field into the Client Information For Real Estate and eSign it in minutes

Aug 6th, 2022

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A step-by-step instructions on the way to Remove SNN Field into the Client Information For Real Estate

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How to Remove SNN Field into the Client Information For Real Estate

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

What are custom fields for?

Definition: Custom field A custom field is used to associate values other than the title, excerpt or content to an article or page. WordPress stores this information as metadata. There are many examples of how to use these custom fields: The name of a client in a portfolio.

How do I use custom fields in Clio?

To create and manage your Custom Fields, go to the Clio Settings panel and click on Custom Fields in the System column. In Clio, Matter and Contact Custom Fields are created separately. To add or manage your Matter Custom Fields, click on the Matter Custom Fields tab.

What is the difference between custom fields and tags?

Custom Fields allow you to view data that is unique to that field. Tags on the other hand will group collectively (only in a list view) in one collective category. If your preference is often to be in a list AND to potentially sort that column, a custom field will be preferred.

What are custom fields in Clio manage?

A Custom Field refers to additional information you want to capture about a Contact or a Matter that Clio does not automatically ask you to capture when creating that Contact or Matter.

What is an example of a custom field?

Examples of custom fields include data such as title, URL, name, timestamp, or any piece of data you want to define on a model.

What is UltraTax CS source data entry?

The UltraTax CS Source Data Entry utility enables you to enter data on facsimile versions of the following forms that your clients submit for the preparation of their 1040 Individual tax returns. 1042-S. 1099-PATR. 1095-A. 1099-Q.

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