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How to Add a Note to a Contact in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired contact’s page
  2. Click the Notes tab
  3. Input a note subject
  4. Enter the body of the note
  5. Use the formatting tools to format the note if necessary
  6. Click Add Note when finished
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