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KCS - Contact not populating when creating Matter


  • Newly created Contacts are not automatically populated in a Matter's Contact select fields


  • Clio Web App

Additional Information:

When editing or creating a Matter, the user can create Contacts by clicking Create a contact, but that newly created Contact will not appear as the Client or Related contact on the Matter form. 


Contacts created using Create a contact are being created, but do not immediately appear on the Matter form as expected.


Although the Contact is not showing in the field, proceed with saving the Matter and the name will populate.

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