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How Do I Edit an Email or Phone Communication Log?

Objective:

  • Editing a Phone or Email record 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Open the Communication tab and locate the email log in question
  2. Select the Edit button to the left of the log
  3. Make any desired updates
  4. Select Save email log (or Save phone log)

 

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