Objective:
- Understand where Text Snippets can be used in Clio
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
- Matters: Description (when creating a new matter or editing an existing one)
- Transactions: Description (found in Matter and Accounts)
- Notes: Subject and Detail (found in Matter and Timekeeping)
- Tasks: Name and Description
- Expense Entries: Description
- Time Entries: Description
- Bill Payments: Description field in the 'Add Bill Payment' window
- Calendar Entries: Summary, Location, and Description
- Communications: Subject and Body in all types (Phone Call, Email, Secure Message)