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How Do I Edit a Contact’s Details in Clio Grow?

Objective:

  • Update a Company
  • Make changes to a Person

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired contact’s page
  2. Click Contact Options
  3. Select Edit Contact
  4. Edit the necessary fields
  5. Click Save to finish updating the contact
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