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New Appointment Type in Clio Grow Does Not Have a Matter Link

Question:

  • When I create a new Clio Grow appointment type, why does the Matter Link not appear when creating an appointment?

Environment:

  • Clio Grow

Additional Information:

  • n/a

 

Answer:

When creating a new appointment type within Clio Grow, if there is any information within the Internal Note field it will overwrite the Matter link that is generally produced. Remove any information in that field and the Matter link will appear once creating an appointment

 

 

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