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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. 

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