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Can I Auto-populate the "To" Field with Frequently Sent Recipients When Creating a Communication Log?

Question:

  • When creating a Communication Log, is it possible to have a drop down menu or auto-populate the recipient?
  • Is there a way to have a "Frequently Sent" suggestion when logging a Communication Log?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No. We are unable to have this suggestion/drop-down menu appear when creating a Communication Log within Clio Manage.

 

 

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