Objective:
Show the Timekeeper's Initials in the Description Field of a Time Entry
Environment:
- Clio Manage
Additional Information:
N/A
Procedure:
- Go to Activities
- Click Activity Categories
- Add Activity Category
- Enter the user's Initials in the Name field
- Leave Billing Method at User Default Rate
- Click Save Category
When creating a Time Entry, open the Activity Description/Category drop-down menu and select the entry you just created with the user's initials