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What Does the Default Account Mean on Clio Manage?

Question

  • What Does the Default Account Green Circle Mean on Clio Manage?

Environment:

  • Clio Manage 

Additional Information:

  • To Learn More About Creating, Editing, and Deleting Bank Accounts, click here

Answer:

When you open the Transactions Tab on the Matter or Contact page, the Default Account will be the first one shown in the drop-down menu option. 

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