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Is it Possible to Include the Clients Name in a Tasks Export for Tasks Assigned?

Question:

  • Is it Possible to Include the Clients Name in a Tasks Export for Tasks Assigned?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, Currently, it is not possible to include the Clients name as part of the Tasks export. To request for this feature, please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option in Clio.

 

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