Settings - Clio Manage
- Can I Set a Permission for Attorneys to Only be Able to Generate Their Own Bills?
- What Will A User with No Permissions Have Access to in Clio Manage?
- Which Permission Level Within Clio Does Not Have Access to "Export" Option within Matters/Activities/Contacts?
- What Permissions Does a User Require to Enter a Transaction?
- Does an Attorney Have Access to Change Another Users Default Billing Rate if They Are Not an Administrator?
- Why Am I Unable to Find "Billing" In My Clio Settings Page?
- Can I Use Text Snippets in the Client Portal?
- Are Text Snippets Case-Sensitive?
- What Happens If I Delete a Text Snippet?
- Why Does It Change My "Ach" Into "Attend Court Hearing" When Creating Notes or Time Entries?
- Can I Create a Text Snippet Library and Assign It to a Specific Client Only?
- Are There Alternatives to Text Snippets in Clio?
Reminders, Notifications and Alerts
- Can I Set Notifications for a Specific Time of the Day?
- Can I Edit the Failed Payment Plan Notification Template?
- Can I Include Multiple Phone Numbers for the Contact Information in the Calendar Text Notification?
- Will Calendar Event Text Notifications Include the Description of the Event?
- Can I Receive a Notification When an Invoice is Fully Paid?
- Why Am I Receiving Google Calendar Email Notifications for All Day Events When Notifications Are Turned Off?
- What Happens When I Recover a Deleted Matter?
- How Can I use the Recovery Bin to Recover Multiple Deleted Contacts at Once?
- 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?
- What are the Limits Regarding Picklist Custom Fields?
- How to Create a Date of Birth Custom Field?
- Can Contact Select Custom Fields be Imported?
- If I Change the Name of a Custom Field in Manage, will that Break the Sync to Grow?
- How to Insert a Url Link on a Contact or Matter
- Will Custom Fields Also Be Shared When Sharing a Matter via Clio Connect?
- Will Clio Provide Data Backups in Case of Data Loss Due to User Error?
- Can I Restrict User Administrators from Accessing Accounts and Reports?
- How to Update the Format of Numbers in Clio
- Can My Clio User Account Have Different User Names in Manage and Grow?
- Why Am I Getting an Error Message, "Account NOT successfully updated", When Trying to Update my Account Information
- Cannot Change Login Email, "Link has already been sent" Message