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Can I Choose a Preferred Name When Sending Emails with Clio Manage?

Objective:

  • Can I choose a preferred name to have on emails sent from Clio Manage automatically?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • At this time, the Primary name that is on the Contact record will be pulled into the email within Clio Manage.
  • If interested in this feature, please contact Clio Support at 1-888-858-2546 or email support@clio.com 
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