Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Can I Add a Note From the "Create New" Drop-Down in Clio?

Objective:

  • Can I add a Note From the Create Drop-Down in Clio

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

Yes, you can use the drop-down (Global Create New) button to add a new note. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality