Video:
Area Specific Workflow Training:
- Creating Contacts
- Comprehensive Guide: Contacts
- Contacts: 3rd Party Sync
- Exporting Contacts for Use in Mailing Labels, Printed Contact Cards, & Email Marketing
Frequently Asked Questions:
- How to Edit Contact Information
- How to Determine How Many Contacts I Have
- How to Export Contacts from Gmail
- How to Export Contacts from Microsoft Outlook
- How To Export All Contact Information?
- How to Export Contacts From Clio For Migrations
- How to Export a List of Contact Information
- How do I Add Related Contacts to a Matter?
- How do I Locate a Contact's ID?
- Can I Bulk Edit Contacts?
- Can I Change "Company" Contacts to "People" Contacts?
- Can I Import Matters Before Contacts?
- Can I Delete All My Contacts?
- Can I Export Contacts for a Specific Matter?
- Can Contacts be Sorted by Last Name
- What's the Difference Between a Person and a Company Contact?
- What's the Difference Between a Client and a Contact?
- What Standard Field are Available For Contacts?
- What is the Maximum Number of Contacts?
- What Fields are Included in a Contact Import?
- Why are Clio Contacts Showing Up on My Phone?
- Why Can't I Edit a Contact's Clio Connect Email?
- Why Can't I Delete Contacts?
- Why is a Contact Deletion Not Showing on My Firm Feed
- Why Can't I Use the Same Email for Two Different Contacts in Clio?
- Why is the Address for my Contact Defaulting to the Wrong Country?
- Why are My Email Addresses Under "First Name" of Contact?
- Why Did My People Type Contacts Get Imported Into Clio as Company Type Contacts?
- Why is Some of My Data Not Included on Contact Exports?