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.