This article may be out of date!
Visit the New Knowledge Center

Can I Choose How Clients Are Addressed Through Automated Emails When Sharing Resources?

Objective:

  • Have automated emails address well-known clients by first name instead of first name and last name when sharing resources, such as Secure Messages.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at the moment.

The system uses the client's full name when sending automated emails. Please contact Support to vote for this feature. 

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