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Why is my Client Showing up as a User in the Firm Feed?

Objective:

  • Users displayed within the Firm Feed
  • Who is listed as a user in the Firm Feed?
  • Clio Connect users showing in firm feed user drop-down
  • Clients showing in the firm feed as users

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Firm users and Clio Connect users will be listed under the "User" drop-down menu in the Firm Feed. This is to help with the filtering of entries.

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