KCS - How to Edit Contact Information

Objective:

  • Edit information of an existing Contact
  • Change a Client's personal information

Environment:

  • Clio Web App

Additional Information:

N/A

Procedure:

  1. Go to the main Contacts page found in the black navigation bar
  2. Open the Filter section and use the Search field to locate the Contact
  3. Select the Edit link beneath the Contact's name
  4. Make the applicable changes on the Edit Person page
  5. Select the Update Person button at the bottom of the page

 

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