Objective:
- Forwarded email to the wrong Matter in Gmail Add-on
- Change Matter for an Email logged in Gmail Add-on
- Accidentally filed the email to the wrong Matter using the Gmail Add-on
Environment:
- Clio Manage
- Gmail Add-on
Additional Information:
- n/a
Answer:
Yes, if you have mistakenly filed an email to the wrong matter you can follow these steps to correct this error:
- Delete the Communications record from Clio's Matter
- Go back Gmail and select the same email
- Click on Gmail Add-on icon
- Click the three dots at the top right corner
- Click Refresh Clio data
- Search/Select a new Matter
- Click Log Email