- When scrolling through the Firm Feed a created Note does not show which Contact it is connected to.
- Clio Manage
- The firm feed shows a very limited amount of information about created Note entries.
- Ask an Administrator on the account to go to this site: https://app.clio.com/export
- Click Excel Ready CSV beside Contact Notes to export Note information for all Contacts
- Open the excel sheet to view all Notes and see which Contacts they belong to