Collect eCheck and card payments directly through Clio. Find out how.

What is the Difference Between << Matter.Relationships.{relationship}.Name >> and << Matter.Relationships.{relationship}.Names >> When Making Document Automation Templates

Objective:

  • Why is there a .name and .names Merge Field for Related Contacts?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

<< Matter.Relationships.{relationship}.Name >> will only display the first matching result, where << Matter.Relationships.{relationship}.Names >> will show each name that has the same relationship.

For instance, if you have a relationship called "Dependant", and there are multiple Related Contacts that are Dependants:

  • << Matter.Relationships.Dependant.Name >> would show "Caitlin Smith"
  • << Matter.Relationships.Dependant.Names >> would show "Caitlin Smith and Robert Smith"
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