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How Do I Sync Custom Fields from a Form into Manage if a Matter/Contact Already Exists in Manage?

Objective:

  • Sync Custom Fields from completed form to existing Matter in Manage

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

If the matter already exists in Manage then there are only two ways to do this:

  1. Manually input the custom fields into the already existing matter
  2. Export the matter to Manage and merge the previous matters information into the new matter
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