- What information shows for Related Contacts in old Clio?
- How can I view a Related Contact's information in new Clio?
- Clio Manage
- New Clio Experience
- Previous Clio
- Previous Clio displayed Related Contacts in a separate tab in the Matter
- The Contacts tab in previous Clio listed Description (Relationship), Contact (Name), Phone, and Email
New Clio Experience:
- New Clio has added a Contacts section to the Dashboard tab which displays Related Contacts under the Client's name
- The details displayed for Related Contacts in New Clio are Contact Name and Description (Relationship)
- Clicking on a Related Contact's name from this section will show their Phone, Email, and Address