Objective:
- Error When Editing Clio Connect Email
Environment:
- Clio Manage
- Clio Connect
Additional Information:
For a list of scenarios involving changing emails for Clio Connect check out this article:
Procedure:
- Firm
- It's possible that another Contact in your Clio account has already been set up as a Clio Connect email. If this is the case, you can free that email up for re-use by:
- Deleting the original Contact that's associated to that "Clio connect email"
- Note that anything shared with the original Contact will need to be re-shared.
- It's possible that another Contact in your Clio account has already been set up as a Clio Connect email. If this is the case, you can free that email up for re-use by:
- Clio Connect User
- Log into your Clio connect account that is currently using the email you wish to change
- Change your email
- Log into your Clio connect account that whose email you wish to change
- Change your email.