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Can I Find Who Created or Edited a Contact?

Objective:

  • Does the Firm Feed create records for edit of contacts?
  • Is there a report to see who edited a contact
  • who made an edit to contact
  • who changed a contact information 

Environment:

  • Clio Manage

Answer:

Yes.

For edits of Contacts 

  1. Go to Dashboard
  2. Click on Firm Feed
  3. Click on Filter
  4. Click on Type 
  5. from dropdown Select Person 

 

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