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How Do I Move Employees From One Company to Another in Clio Manage?

Objective:

  • How to remove employees from an incorrect Company contact, and add them to the correct Company. 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Go to the Company's Contact
  2. Click the Employees subtab
  3. Right click Edit beside each of the employees' names
  4. Click "Open in a new tab" for each contact. 
  5. Go to the next open tab on your browser (should be on the Contact Edit Screen)
  6. Go to the Contact's Company field and enter the correct Company name
  7. Save the changes
  8. Move to the next browser tab, and repeat steps 5 - 7 for the remaining employees

 

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