The following articles provide instructions for creating and managing all of your Contacts in Clio.
- Do I Have to Create a Contact in Clio Manage in Order to Add Them as a Related Contact?
- Can I Embed Custom HTML Codes To Add Another Button in the Contacts or Matters Page?
- Can I Manually Add a Client Tag To a Contact?
- Is There a Maximum Length for Email Addresses?
- How to Add an Image File to a Contact
- Can I Get Notified When Changes Are Made to Contacts?
- Can I Edit Any of the Sections Titles on a Contact Page?
- Can I Have 2 Primary Email Addresses Per Contact?
- Error Message: Request URL Too Long When Viewing Contact in Clio Manage
- What Is The Maximum Number Of Street Addresses That I Can Add To A Contact?
- Can I View the Next Contact in the Contact List when I'm in a Contact Profile?
- Is It Possible to Sync Contacts Between Two Separate Clio Manage Accounts?
- Can I Enter Apartment/Suite/Floor Number Within the Address Section of a Contact?
- How to Generate a List of Contacts Without Matters
- Why are Bills not Being Sent to the Clients Updated Email Address?
- Will I Get a Warning if a Duplicate Contact Was Created in Clio Manage?
- Can I List Names Beside Each of a Contact's Multiple Email Addresses?
- Can you Filter Contacts with the Co-Counsel tag?
- What Happens When I Update A Contact's Phone Number or Email Address through Zapier?
- Can I Click An Email Address And Have The Subject Line Automatically Complete With The Matter/Case Number?
- Can I Set a Company Contact as an Employee of Another Company Contact in Clio?
- How to Bring Outlook Contacts into Clio Manage
- Is There a Way to Search for Blank Fields in Contacts?
- Can I Change The Default of a Contact From Work To Home?
- Can I Delete a Contact with an Open Matter?
- How To Create a Note That Will Appear on a Contact's Dashboard
- Can I Get a Notification When I Update a Contact?
- Can I Create Contact Types in Clio Manage?
- Is it Possible to Have the Company Contact Information Auto Populate Into A Contact Record When Associated WIth a Company?
- Is it Possible to Archive/Hide a Client/Contact?