This article may be out of date!
Visit the New Knowledge Center

How Do the To and From Fields Populate When Filing Emails with the Clio for Gmail Chrome Extension?

Objective:

  • Understand To and From Fields for Clio for Google Plugin
  • What Contacts will be added to the To and From Fields for Email Logs? 
  • Filing Emails to Communications with Gmail Extension

Environment:

  • Clio Manage
  • Gmail

Additional Information:

n/a

Answer:

When you file an Email into Clio through the Clio for Gmail Chrome Extension, this will look to match the email address of the sender and recipient to a Contact or User in Clio. If there is a match, these fields will be populated with the names for the Contact and/or User. If a Contact does not exist, one will be created. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality