Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Corresponding Activity Category Won’t Populate After UTBMS Code Is Updated on a Time Entry

Issue:

  • Correct Activity Category won't populate when editing UTBMS Code on a Time Entry

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

The Activity Category must be entered in prior to the UTBMS code.

Resolution:

1. Click Edit next to the Time Entry

2. Hover over the Activity Category and click mceclip1.png to clear it

3. Once the Activity Category is cleared, you can select the correct Activity Category and corresponding UTBMS Code.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality