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

Issue:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

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

Resolution:

  1. Ask an Administrator on the account to go to this site: https://app.clio.com/export 
  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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