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Why is a Scheduled Appointment from Grow not Showing a Matter in Clio Calendar Event?

Objective:

  • Matter not associated to Appointment scheduled from Grow
  • Calendar Event for Appointment scheduled in Grow does not bring over Matter information

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Grow only Syncs Calendar information. It does not actually Export the Matter information for an appointment.

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