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How to Edit a Value for a Contact Custom Field in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

From the Contact Page

  1. Go to the desired contact’s page
  2. Click Edit Contact in the Contact Details section
  3. Find the Custom Field
  4. Enter a new value for the Custom Field
  5. Click Save to save the changes

 

From the Matter Page

  1. Go to the desired matter’s page
  2. Click Edit Contact in the contacts section
  3. Find the Custom Field
  4. Enter a new value for the Custom Field
  5. Click Save to save the changes

 

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