- My Matter in Clio Grow has another contact attached to it as a Related Contact. When I go to export the Matter into Clio Manage, that Related Contact disappears from the Matter.
- Clio Grow
- Clio Manage
The Contact will move into Manage, but you will need to manually attach it.
You did not specify a Relationship Name in the Export to Clio Manage modal.
- In Clio Manage, navigate to the specific Matter
- On the right, click on Add related contact
- Select the respective Contact and state the Relationship
- Save the Matter