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