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Cannot See Account and Payment Info and Custom Fields Options in Settings

Issue:

  • Your training video says to go to Account and Payment Info and Custom Fields in Settings, but I don't see those options

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

Resolution:

You must have Admin permissions to see those parts of Clio. 

Please have an Admin give you those permissions with the steps linked in the Additional Information above.

 

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