Issue:
- "Something Went Wrong" error when attempting to share an invoice with a personalized message
- Unable to include messages when sharing bills for certain Matters
Environment:
- Clio Manage
Additional Information:
- For information on how to change a Matter's permissions, click here.
Cause:
When sharing a bill with a message, Clio attempts to create a Communication log in the Matter. As you cannot create a new entry in a Matter you don't have permissions to access, Clio displays a "Something Went Wrong" error and prevents the share.
Resolution:
Either share the bill without a message, or speak with other users at your firm to determine who has access to the Matter & have them change the Matter Permissions to include a group you are part of (or select "Everyone").