Communications

Articles

• Can I Move Communication Logs to Notes?
• Will Newly Added Participants to the Client Portal See Past Messages?
• Where to View the Internal Message When Submitting a Draft Bill for Approval?
• Do Phone Logs Show Line Breaks When Viewing a List of Phone Logs from the Communications Page?
• How To Expand a Message Text Box in the Client Portal Section of Clio Manage
• Why Is the Date Range Missing From The Communications Page?
• Can I View .eml Files Directly from Within Clio?
• Can I Upload a File to the Notes Tab in Clio?
• Does Clio Manage Have an Internal Communication Tool to Use When Viewing Invoices?
• Will My Client Need a Clio Connect Account to Receive Tasks?
• Can I Sort, Filter and Order Select Emails From Communications
• Can I Drag and Drop E-mails Into the Communications Tab?
• Can I See the Recipient Address in the Communications Tab?
• If I Edit The Date of a Communication, Will it Also Change the Date of the Time Entry?
• Can I Move XML Email Files from a Folder in Documents to the Communications Sub-tab of a Matter?
• Can I Filter Communications by Sent From vs CC'd Users?
• Can I View CC'd Email Recipients in the Matter's Communications Tab?
• Is There a Limit for Filing Emails to Clio Manage?
• Is it Possible to Include a Full Copy of Bill in Communication log After Bill has been Sent?
• Is it Possible to Choose a Folder for Attachments to be Filed Into When Sending a Secure Message?
• Is it Possible to Attach a Document/File to an Email Already Filed into Clio Manage?
• Is it Possible to Sync an Email Account to Clio Manage?
• How Can I Tell Which Email a Bill Was Previously Sent to in Clio Manage?
• Does Clio have a NotePad feature not connected to any Matter
• Can a Note be Emailed?
• Can I Forward Logged Emails (in Clio) to an external email recipient?
• Can You Create Folders in the Communication Section?
• How Do I Move Communication Logs Between Contacts?
• Can Read Receipts from Outlook be Filed using the Outlook add-in?
• Can I Delete a .EML Document?