San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How Do I Add Notes To a Contact?

Objective:

  • How do I Add Notes to a Company?
  • Can I add Notes to a Client?
  • How do I Add Notes to a Contact?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Contact you want to add Notes for
  2. Click on Notes
  3. Click Add
  4. Enter a Subject, Date and the Note
  5. Click Save

 

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