- How to remove employees from an incorrect Company contact, and add them to the correct Company.
- Clio Manage
- Go to the Company's Contact
- Click the Employees subtab
- Right click Edit beside each of the employees' names
- Click "Open in a new tab" for each contact.
- Go to the next open tab on your browser (should be on the Contact Edit Screen)
- Go to the Contact's Company field and enter the correct Company name
- Save the changes
- Move to the next browser tab, and repeat steps 5 - 7 for the remaining employees