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Will Custom Field Questions Import to Clio Manage if the Custom Field is not Answered on the Intake Form?

Question:

  • Will Custom Fields still sync into Clio Manage if they are left empty on the Intake Form in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

Answer:

No, Custom Fields must have an input to sync into Clio Manage. Empty Custom Fields will not be added to the Contact/Matter. 

 

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