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MailDrop To and From Names Showing Incorrectly

Issue:

  • MailDrop To and From names showing incorrectly
  • Why are the To and From fields showing the wrong name under Email Communications?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

There are a couple of possible causes for this:

1. A MailDrop Alias' with the associated email address was created with the incorrect name

2. A Clio Connect user is associated to the email address. As a result, Clio uses the name of the Clio Connect user, rather than the name of the Contact.

Resolution:

Steps for #1

  1. Go to Settings
  2. Click on Profile
  3. Click on Mail Drop Email Aliases, found on the top of the page
  4. Ensure that User's and Email Addresses are populated with the correct information

Steps for #2

  1. Login to the Clio Connect account associated to the email
  2. Click the gear icon on the top right
  3. Change the name
  4. Click Update Information
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