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What Happens to Existing Contact Information When a Form is Filled Out in Clio Grow?

Objective:

  • If a form containing contact information is filled out by a contact that already has contact information, what happens to the existing information?

Environment:

  • Clio Grow

Additional Information:

The only thing that will not update is the contact's URL, which should still display the previous name. This is useful for finding a contact that has been overwritten.

Answer:

The existing contact information is overwritten by the new information filled out in the form.

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