Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Can I Change A Contact's Clio Connect Email?

Objective:

  • What Happens If I Change A Contacts Clio Connect Email?

Environment:

  • Clio Manage

Additional Information:

For a list of scenarios involving changing emails for Clio Connect check out this article: 

Clio Connect: Changing Email

Procedure:

  • When a Firm edits a Contact, if the "Clio connect email" box is greyed out, it means that that Clio Connect User has associated their Clio Connect account to more than one account in Clio. When this occurs, only the Clio Connect User will be able to change their "Clio connect email"
  • If the box is editable, that means you are the only Firm that has a Clio Connect account with the client using this email. You are free to change it

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality