Changing a Clio Connect Contact's Email Address

You can view what email address is used for a client's Clio Connect account by going to their contact page, where "(Clio Connect)" will appear next to the email address in use.

In order to change the email address a client uses for Clio Connect, "Edit" the contact. There is a Clio Connect email field where you can add or edit the appropriate address. Remember to save any updates.

Please note: This field is editable only if the Clio Connect user has only 1 account 

If the Clio Connect user has more than 1 account, the text field is disabled with a message as below.  

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