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Is There a Way to Show the Card Information of a Clio Payment in Transactions?

May 18, 2022 16:05

Objective:

To see if there is a way to list the card holder information of a Clio Payment in the Transactions tab of the Matter or Client

Environment:

Clio Manage

Additional Information:

Answer:

No, not at this time. This is currently a Feature Request in Clio. If you would like to see this functionality please submit your request to support@clio.com.