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Can I Bulk Update a Custom Field?

Question:

  • I have a contact custom field for holiday cards. Is there a way for me to update these in bulk?

Environment:

  • Clio Manage

Additional Information:

  • You are able to filter matters and contacts by custom fields, and export a list to Excel to have a list on hand.

Answer:

No, you are currently not able to bulk update a custom field. These will need to be changed individually.

 

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