Contacts

Articles

• Can I Make a Default Contact Information Field Required?
• Why Can I Not Edit "Type" under Contact Information?
• Can the Clients Page be Customized?
• If I Delete a Contact in Clio, Will It Be Deleted in Office 365/Google?
• Does Clio Have a Reverse Address Look Up?
• Do You Have to Create a Contact to Add Someone as a Related Contact on a Matter?
• Can I Add a Related Contact to a Contact in Clio Manage?
• Can I Edit the Order of Related Contacts in a Matter?
• Can I Book An Appointment With My Attorney Through Clio Connect?
• Why Does a Contact's Middle Name Appear Twice?
• How do I Change the Name of a Contact?
• Can I change the Default for Types When Adding or Editing a Contact?
• Is it Possible to Move a Contact Custom Field Into the Contact Information Card?
• Can I Bulk Edit Matters to Update their Related Contacts Section?
• Can I Filter/Sort Contacts by Creation Date?
• Can I Create a Sub-Contact?
• 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?