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Where Did The Person and Company Options Go in the Create New Menu?

December 04, 2020 02:20

Objective:

Why can't I find Person and Company in the Create New menu?

Environment:

Clio Manage

Additional Information:

We recently released an update to the Contacts page to improve its functionality and design.

Answer:

Person and Company has been replaced by Contact in the Create New menu. Selecting Create New > Contact will give you the opportunity to choose between Person or Company while creating the contact.