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Can I Change the Name that an Email sent out from Clio Grow shows as the Sender?

Objective:

  • Edit which user sent out an email from Clio Grow
  • Have an email in Grow show it was sent from the Firm rather than a person

Environment:

  • Clio Grow

Additional Information:

  • For more information on changing your Clio Grow username, please see here.

Answer:

The name of the User who sends the email will show as the sender in the actual email. The only way to change which name shows here is to change your user information in Clio Grow.

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