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:
- Search for the Contact from the search bar at the top of Clio Grow
- Select the Contact from the results
- On the left-hand side, under Contact Details, change the Type
or
- On the left-hand side of Clio Grow, select Contacts
- Locate the Contact you would like to edit
- Change the Type in the drop-down selector