KCS - How do I Add Notes to a Contact?

Objective:

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

Environment:

  • Clio Web App

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

 

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