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Can I Map Middle Names to WealthCounsel?

Objective:

  • To determine if Clio Manage Customers' middle names can be sent to WealthCounsel

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time.  The Feature Request has been sent to the Clio Development team and to WealthCounsel.  If you would like to see this in Clio, please call and add a vote to this Feature Request. 

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