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How do I Tell Who Created a Contact in Clio?

Objective:

  • How can I tell who at our firm created a Person / Company?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Dashboard tab in the black menu
  2. Click on Firm Feed at the top of the page
  3. Filter for a User, Type "Person" or "Company"
  4. Scroll to find the specific Contact

 

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