- Is there a way in the Outlook Extension for me to attach an appointment to a case?
- Can the Office 365 Add-In Link Appointments to Matters?
- Clio Manage
- Office 365
- You are able to set up a Calendar Sync with Office 365, which means that Calendar Events added into Outlook/Office 365 will be added to Clio automatically (and vice versa). More details about setting that up can be found here. Please note that Calendar Events added through Outlook/Office 365 will not link to a Matter in Clio automatically (since Outlook does not have an appropriate field for Matter in their events).
No. The Outlook Add-In does not link to either the Outlook or Clio Calendars. This Add-In is only used for filing emails into Clio. Please see the Additional Information for setting up a Calendar Sync with Outlook/Office 365 instead.