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Is There a Way to See Which Contacts Belong to a Note mentioned in the Firm Feed?


  • When scrolling through the Firm Feed a created Note does not show which Contact it is connected to.


  • Clio Manage

Additional Information:



  • The firm feed shows a very limited amount of information about created Note entries.


  1. Ask an Administrator on the account to go to this site: 
  2. Click Excel Ready CSV beside Contact Notes to export Note information for all Contacts
  3. Open the excel sheet to view all Notes and see which Contacts they belong to


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