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Is it Possible to add the Client Information to the Bill Message Template Subject Line?

Question:

  • Is it Possible to add the Client Information to the Bill Message Template Subject Line?
  • Is it Possible to add the Client Reference Number to the Bill Message Template Subject Line?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, it is currently not a feature at this time. To request for this feature, please let our Support Team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

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