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Can I Record a Transaction Within a Matter from a Related Contact?

Question:

  • Is it possible to record a transaction with the related contact as the client?
  • When I put the related contact in as the client, the matter no longer shows up when recording a new transaction. 

Environment:

  • Clio Manage

 

Additional Information:

  • n/a

Answer:

If related contact is making a payment, their name would not be an option under client for that matter. The workaround for this would be to add the related contact's name under the Source/Recipient field when recording the transaction. 

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