When using the Update Clio matter action, then selecting a feild to update, is there a way to add to what’s already in the field, rather than replacing it?
Thank you,
When using the Update Clio matter action, then selecting a feild to update, is there a way to add to what’s already in the field, rather than replacing it?
Thank you,
Hi
Good question.
For clarity and context, can you outline a specific example for us, and include screenshots?
Hey there
Thank you. I haven’t started yet. I’m going to modify the zap discussed here to update one of my custom fields with text from the email. I’m trying to figure out if there’s a way to add that text to what’s already in the field rather than just replacing it.
I’ll add more once I start working on it.
Thanks
Best-
Rachael
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