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How Do I Edit a Contact Type in Grow?

Question:

  • Edit Contact Type in Grow
  • Change Contact Type in Grow

Environment:

  • Clio Grow

Additional Information:

Answer:

There are multiple ways to edit the Contact Type in Clio Grow:

  1. Search for the Contact from the search bar at the top of Clio Grow
  2. Select the Contact from the results
  3. On the left-hand side, under Contact Details, change the Type

or

  1. On the left-hand side of Clio Grow, select Contacts
  2. Locate the Contact you would like to edit
  3. Change the Type in the drop-down selector

 

 

 

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