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How to Change a Related Contact?

Question:

  • How to Change a Related Contact?
  • How to edit a Related Contact in a Matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

1. Open the Matter

2. Click on Edit Matter

3. Expand the related Contacts Area

4. Click on the contact that you would like to change

5. Delete the Name and begin typing the name of the new contact that exists in your Database

7. Select a contact from the drop-down menu or create a new contact

8. Save the Matter

 

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