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Can I Export a Company's Detail Including a List of the Company Contacts in Clio Grow?

Question:

  • Export all company details and information belonging to individuals listed as a company contact
  • How do I export a firm client's information including its company contacts?

Environment:

  • Clio Grow

Additional Information:

  • For more information on how to export contacts in Clio Grow click here.

Answer:

At this time you cannot. By exporting a company card, it will only export the details related to that company and will not also export the details of individuals listed as a company contact.

If you will like to add your vote for this feature, please relay your feedback to Clio Support via email, phone and live chat

 

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