Clio Manage Settings
Videos
User Permissions
- Updated Permissions for Matter Budget and Trust Fund Notifications
- Can I Set User Permissions for Who Can Install 3rd Party Integrations?
- Can I Hide The Hours In Time Entries From Other Users?
- What Permissions Do Administrators Have?
- 'This Page Isn't Working' Error When Trying to Access Clio Manage Login Page
- Unable to Save Changes to Account Information
Text Snippets
Reminders, Notifications and Alerts
- Can I Set Birthday Reminders?
- Can I Add Notation/Labels to Contact or Matter to Draw Attention to Important Notes?
- Is it Possible to Send Automated Notifications Every Time a Set Number of Hours has Been Added to the Activities Area?
- Can You Set Audible Calendar Reminders?
- Is There a Way to Turn Off All Clio Manage Email Notifications?
- How to Remove Error/Issues Pop Up Window in Clio
Recovery Bin
Custom Fields
- ★ How to Create Custom Fields for Contacts
- How do I Rearrange the Order of Custom Fields Within a Field Set?
- Is There a Way To Link a Recurring Calendar Event To A Custom Field?
- Can I Apply a Default Custom Field or Field Set to all Matters by Practice Area?
- Is There a Custom Field That Allows Users to Select Multiple Options?
- Can a Matter Auto-filter Custom Field Sets by Practice Area?
Account Settings
- Which User Permission Can View the Bill Sync Page?
- Can Permissions be Edited for a User who Has Been Invited but not Accepted Yet?
- Does Clio Provide Specific Templates to set up Clio for Specific Practice Types?
- How Do I Reactivate My Academic Account?
- Picklist Items Re-appear After Being Removed
- How Do I Remove The Logo From Clio Connect Email Notifications?