Objective:
- Change the name of a Contact Field
- Update the title of a Custom Field
Environment:
- Clio Grow
Additional Information:
- If the custom field is linked to a Clio Manage account, then edit the custom field in Manage and sync the custom fields after the change has been made.
Procedure:
- Go to the Settings page
- Click on the Custom Fields tab
- Click Edit next to the appropriate Contact Custom Field
- Edit the Custom Field
- Click Add To All Contacts to add the Contact Custom Field to all contact pages and the Quick Intake
- Click Update Custom Field to save the changes