In Clio Manage, you can open a quick view panel from the information icon beside a contact name in several areas of the application. Quick view gives you a client's phone number, email address, and address without leaving the matter, bill, or document you are working on. Copying details straight from the panel saves you time when you set up a calendar event, prepare a document template, or confirm who to invoice.
Open quick view
A quick view panel displays a fixed set of details: the contact name, company or title, primary phone number, primary email address, and primary address. To review matters, custom fields, billing information, or communications for the contact, open the contact dashboard.
- In Clio Manage, click Matters, Billing, Online payments, or Documents. For the full list of areas that support quick view, refer to the section below.
- Click the information icon beside a contact name.
- Optional: Click the clipboard icon beside the phone number, email address, or address to copy that detail.
- Optional: Click the contact name to open the contact dashboard in a new window.
Understand where quick view appears
Quick view is available in the following areas of Clio Manage.
- Matters table
In Clio Manage, click Matters.
- Bills table
In Clio Manage, click Billing.
- New bill generation
In Clio Manage, click Billing > New bills.
- Outstanding balances
In Clio Manage, click Billing > Outstanding Balances.
- Online payments
In Clio Manage, click Online payments.
- Payment plans
In Clio Manage, click Online payments > Payment Plans.
- Documents table
In Clio Manage, click Documents. If the Contact column is not in the table, click Columns, select the check box for Contact, then click Update columns.
- Dashboards
In Clio Manage, open a contact or matter and click Dashboard. Quick view is available on custom fields that use the contact select field type, and on a company name in the Company/Title row of the Contact information section.
Up next
- Navigate Contact's Dashboard: Open the full record when quick view does not hold the detail you need.
- Filter and Export Contacts: Narrow the contacts table and export the results.