Clio Manage Settings
Videos
User Permissions
- It Is Possible to View All Past User Permission History in Clio Manage?
- Why Am I Getting A Pending Invite Error?
- What Permissions do you Need to Set a Custom Billing Rate?
- How to Turn off Clio When I'm Done Using It?
- Is There More Granular User Permissions That can be Set?
- Why Can't I Input Trust Funds Into a Matter?
Text Snippets
- Are There Alternatives to Text Snippets in Clio?
- Can Text Snippets Use Merge Fields?
- Can I Import Text Snippets?
- Why Are My Text Snippets Impacting Other Programs?
- Issue: Text Snippet Not Working When Adding Time to a Task or a Document
- Can I Start a Text Snippet With Symbols?
Reminders, Notifications and Alerts
- Can I Receive Email Notifications for Notes?
- Can I Set Up an Email Notification For All Tasks That Are Due This Week and Overdue, in One Email?
- How Do I Clear All of My Notifications in Clio Manage?
- Can I Set an Automatic Deadline on a Matter?
- Can I Select a Bank Account for Payments to go Into When Automated Bill Reminders Are Sent?
- Can I Bulk Add Reminders to Calendar Events?
Recovery Bin
- When I Recover a Deleted Contact, Does it Automatically Relink the Contact to the Associated Matters?
- Issue: Recovered Matters Not Reassociating with Bills
- Can't View Note from Search Page
- Can I Recover all Contacts at Once Using Recovery Bin?
- A Bill has no Client, why?
- How to Recover a Deleted Activity
Custom Fields
- Is There A Maximum Number of Custom Fields or Custom Field Sets I Can Add?
- Why Does a Custom Field Appear When Creating a New Contact or Matter?
- What is the Difference Between Individual Custom Fields and Custom Field Sets?
- How to Enable/Disable the Custom Fields Tab
- Duplicate Row When Importing Custom Field Data
- Is There A Character Limit for Custom Field Names
Account Settings
- is it Possible to Rename or Change the Wording in Clio for Bill to Invoice?
- Can Clio Tell Me How Much Storage Space We Use in Clio?
- Does Clio Allow the use of Malawi Kwacha in the Currency Settings
- Can I See How Many User Invitations I Sent Out to a User?
- Can I Edit the Drop Down User List?
- How Do I Change the Firm Logo Our Bills?