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Can an Employee Be Listed on More Than One Company in Clio Manage?

Question:

  • How does Clio handle employees that work at multiple Companies?
  • Can I include an Employee under different Companies? 

Environment:

  • Clio Manage

Additional Information:

  • Please note: When adding an employee to a second Company, it will remove it from the first

Answer:

No, not at this time, a Contact can only be listed as an Employee of one Company. If you would like to add your vote to this Feature Request, please contact our Support Team.

One workaround would be to create a Contact Custom Field for Companies with a Contact Select type Custom Field.

 

 

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