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How Do I get The Lead Information to Populate an Event created by Clio Scheduler?

Question:

  • Can i get Lead info to show up in a calendar event created by Clio Scheduler?
  • Is it possible to have contact info automatically filled into Clio Scheduler created Calendar Events?

Environment:

  • Clio Scheduler
  • Clio Grow
  • Clio Manage

Additional Information:

  • n/a

 

Answer:

  • Currently, this feature is not available at this time. If you wish to see this feature in Clio, please submit a Feature Request via email to support@clio.com, or speak to one of our consultants over the phone 1-888-858-2546 x2 during our regular operating hours (Monday 12:00am - Friday 11:59 pm PT).

 

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