How to Edit a the Name of Contact Custom Field in Clio Grow

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:

 

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