Environment:
- Clio Grow
Additional Information:
-
Note: Notes can also be found on your contact Timeline.
Procedure:
- Go to the desired contact's page
- Click on the “Notes” tab
- Find all your notes beneath the Note modal
Collect eCheck and card payments directly through Clio. Find out how.
Environment:
Additional Information:
Note: Notes can also be found on your contact Timeline.
Procedure: