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Why Is My Default Billing Rate Not Populating in the Outlook Add-in?

Question:

  • Why Can I Not See Billing Rates in the Outlook Add-in?

Environment:

  • Clio Manage

Additional Information:

Answer:

Please ensure your Billing Rate Visibility is set to All and that you have a Default Billing Rate set on your User.

To change your Billing Rate Visibility:

Have an Administrator on the Account go to Settings -> Manage Users -> Edit for your user, and update the Billing Rate Visibility Settings to All.

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