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Can I Move Notes within a Contacts Page to the Contacts Matter Notes

Objective:

  • Can I Edit a Contact Note to be transferred into the Notes of a Matter
  • If I have accidentally placed a Note within the Client instead of the Matter how do I move it over?

Environment:

  • Clio Manage

Additional Information:

N/A

Answer:

No, once you have saved a note under the Notes section of a Contact this can't be moved or transferred into the Notes of a Matter.

You will need to copy this note and create a new note in the Matter's notes.

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