In Clio Manage, quick view opens a panel of contact details from the information icon beside a contact name in several areas of the application. You can copy a client's phone number, email address, or address without leaving the matter, invoice, or document you are working on. Copying details straight from the panel saves time when you set up a calendar event, prepare a document template, or confirm who receives an invoice.
Open quick view
A quick view panel holds the contact name, company or title, primary phone number, primary email address, and primary address. Depending on the area, the panel can also hold more details, such as a text message icon. Matters, custom fields, invoicing preferences, and communications for the contact are on the contact's Dashboard tab.
- Go to Matters, Invoices, Online payments, or Documents.
- For every area that supports quick view, refer to Understand where quick view appears.
- Click the information icon beside a contact name.
- Optional: Click the copy icon beside the phone number, email address, or address to copy that detail.
- Optional: Click the contact name to open the contact's Dashboard tab in a new window.
Understand where quick view appears
Quick view is available in the following areas of Clio Manage. Each entry names the area and the navigation route to it.
- Matters table: Go to Matters.
- Invoices table: Go to Invoices.
- New invoice generation: Go to Invoices > New invoices.
- Outstanding balances: Go to Invoices > Outstanding Balances.
- Online payments: Go to Online payments.
- Payment plans: Go to Online payments > Payment Plans, or to Invoices > Payment Plans.
- Documents table: Go to Documents. If the Contact column is missing from the table, click Columns, select the Contact checkbox, and click Update columns.
- Contact dashboard: Open a contact and click Dashboard. Quick view is available on a company name in the Company / Title row of the Contact information section. This row is on person contacts only.
- Matter dashboard: Open a matter and click Dashboard. Quick view is available on custom fields that use the contact select field type, and on each contact in the Contacts section.
Up next
- Navigate Contact's Dashboard: Open the full contact record when quick view does not hold the detail you need.
- Filter and Export Contacts: Narrow the contacts table and export the results.