2017

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KCS - How to locate your Customer ID

Objective:

  • How do I find my User ID?
  • Where is my ID number?

Environment:

  • Clio web app

Additional Information:

n/a

Procedure:

New Clio:

  1. In the bottom-left corner of Clio, click on your User image/initials
  2. Your 9-digit Customer ID will be displayed in the drop down menu

Previous Clio:

  1. In the top-right corner of Clio, click on your User image/initials
  2. Your 9-digit Customer ID will be displayed in the drop down menu

 

 

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