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KCS - Related Contact Merge Field Is Not Populating Correctly

Issue:

  • Document Automation Merge Field is showing as blank
  • Matter.Relationships field not working properly

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

If you have multiple Related Contacts on a Matter using the same Relationship, the Template will pull from the first one alphabetically. 

Resolution:

Use a unique Relationship for each Related Contact on a Matter. If there are multiple Contacts with the same relationship, add a number to differentiate them (e.g. Witness 1, Witness 2).

 

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