Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
From the Contact Page
- Go to the desired contact’s page
- Click Edit Contact in the Contact Details section
- Find the Custom Field
- Enter a new value for the Custom Field
- Click Save to save the changes
From the Matter Page
- Go to the desired matter’s page
- Click Edit Contact in the contacts section
- Find the Custom Field
- Enter a new value for the Custom Field
- Click Save to save the changes