Chris Tan
closed
New contacts created will now have their phone number included if present in the event type's form.
Unfortunately I wasn't able to get the rest of the form fields into the Clio Contact due to not wanting to increase the data access scope to include Notes.
However, we also create a link on the Clio Contact to the calendar event within CozyCal, so that information can be accessed in a few more clicks.
R
Raymond Brown
Don’t forget the error I found. When user sets up a meeting a new contact is created in Clio manage. However only name and email is put in, but not the phone number when that is a collected field.
Chris Tan
planned
Kat Lu
Contacts and other information could be mapped and synced to Lexicata, which then would sync it over to Clio once the person becomes a client.