Contacts
The following articles provide instructions for creating and managing all of your Contacts in Clio.
Videos
Articles
- Can I Change a Firm User's Ability To View Contacts?
- Can I Choose Which of the Multiple Contact Emails to Send a Document or a Bill To?
- Is it Possible to see all Matters From the Contact Record Without Separating the Status by Tabs?
- How do I Alphabetize my Contacts by their Last Name?
- Cannot Update Clio Connect Email of a Contact
- Can an Employee Be Listed on More Than One Company in Clio Manage?
- Is there a Way to Pull Contact Emails from a Matter Export?
- Why Do Only Some Contacts Have a 'Client' Bubble Beside Their Name in Clio Manage?
- Is there an Option to Label a Contact as Deceased?
- How Can I See a List of Contact Web Addresses in Clio Manage?
- Is it Possible to add a Description Next to the Email Address in the Contact Record?
- Is it Possible to set up a Dedicated Email Address Used to Send Bills to?
- How Do I Add a Unit Number to a Contact Address?
- What Happens When I Delete a Contact With Trust Funds?
- How Do I Set a Company as a Parent Company?
- How to Print Contact and Matter Details Without Exporting?
- Can I Format Phone Numbers in Clio Manage?
- When Does Clio Merge Contacts Between Google/Office 365 and Clio?
- Is There a Way to Duplicate the Information of One Contact and Create Another?
- How do I Update an Employee Contact's Primary Email Address?
- Can I Create a Custom Address Type?
- Can I View Related Contacts Without Matter Permissions?
- Can I Delete The Country From A Contact's Address?
- Can I Stop Clio from Creating a Company Contact when a Company is added to a Persons Contact?
- Can I Add a Primary Contact to a Company Contact?
- How many Email Addresses on the Contact Profile show when I Export my Contacts?
- How to See Which Matters are Assigned to a Co-Counsel
- Can I Add a Suffix to a Contact?
- [Clio Manage] Can I Create a Default Dropdown for State and Country?
- Can I Export Specific Contacts?