2017

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KCS - Can I Turn a Company into a Contact?

Objective:

  • Can I change a Company and turn it into a Client?
  • Turn a Contact into a Company

Environment:

  • Clio Web App

Additional Information:

For steps on how to move information from one Contact or Company to another, please check out the link here.

Answer:

We cannot edit a Company to reflect the change to a Contact or vice versa. You will have to create a new Contact or Company and move the information over.

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