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Sync custom fields between Clio Manage & Clio Grow
Автор: 1=3 Consulting, LLC
Загружено: 2024-09-02
Просмотров: 372
Описание:
Learn how to create custom fields in Clio Manage, sync the fields to Clio Grow, and connect the fields to a Clio Grow Form. Now when a form is completed in Grow, the information gathered can be pushed directly to Clio Manage. End double entry typing! Take you client data with you throughout the client journey.
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