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UTBMS Task Codes Cannot be Chosen After Activity Code has Been Selected

Issue:

  • A red circle with a line through it appears when trying to choose a UTBMs Task Code

Environment:

  • Clio Manage

Additional Information:

Enable UTBMS Codes in your Settings before attempting to add UTBMS Activity code. 

Cause:

UTBMS codes were created as Activity Categories, possibly from a data migration.  

Resolution:

  1. Delete any UTBMS Activity or Expense Categories. 
  2. Use the system generated UTBMS codes
  3. The UTBMS Task codes will now be available

 

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