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How do I Change the "To/From" of my Emails in my Communications Tab

Objective:

  • To Column
  • From Column
  • Edit Communications

Environment:

  • Clio Manage

Additional Information:

  • You will only be able to select existing Clio Contacts 

Procedure:

  1. Navigate to the Communications tab of the Matter
  2. Click Edit next to the Email Log
  3. Delete the Contact that is currently entered in the "To" or "From" field 
  4. Enter a new Contact
  5. Click Save Email Log

 

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