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Do Custom Fields in Clio Grow Get Overwritten If They Are Populated Before the Intake Form Is Sent Out?

Question:

  • If I have mapped custom fields to an intake form, and filled these custom fields in for the contact, will they be overwritten when the contact fills out the intake form?
  • Do intake forms overwrite custom fields linked to contacts?

Environment:

  • Clio Grow

Additional Information:

  • For more information on custom fields and intake forms click here and here.

Answer:

Yes, if you have linked custom fields to an intake form, and the contact has information in this custom field it will be overwritten in their contact once they fill out the intake form. 

 

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