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Can I Change the Client's Name When Sending a Bill?

Objective:

  • I want to change the client's name when sending a bill. Instead of Dear Mr. Smith, I would like it to be Dear John

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time. If you would like this feature added to Clio, please send your request by email to support@clio.com

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