The Clio Cloud Conference is happening October 26-29. Save your spot.

Can I Change a Contact's Clio Connect Email?

Objective:

  • What Happens If I Change A Contacts Clio Connect Email?
  • Can I update a Contact's Clio Connect Email?
  • Can I edit a Contact's 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

Answer:

  • No, when a Firm edits a Contact, if the "Clio connect email" box is greyed out, it means that the email is associated with an active Clio Connect account. When this occurs, only the Clio Connect User will be able to change their "Clio connect email" 
  • If you would like to have this Feature available, please feel free to reach out to us at Clio Support to submit a Feature Request. We can be reached through the contact methods here
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