SQL Script Library | Contacts

Contacts
Convert Users into Contacts
--Create contacts out of our users INSERT INTO __M_Contacts (Id, Final_Kind, Final_FirstName, Final_MiddleName, Final_LastName) SELECT CONCAT('__M_Users --- ', Id), 'Person', Final_FirstName, Final_MiddleName, Final_LastName FROM __M_Users
Create Contact Categories from Matter Participants
--The following script will create Contact Categories from the roles --that Contacts are linked to on Matters and then assign the contacts to those categories. GO INSERT INTO __M_Contacts_Categories ( Id, Final_Subject ) SELECT DISTINCT ...

Popular Articles
Working with Systems that Prevent Credential Sharing
Some applications prevent credential sharing by disconnecting a user from all other locations when they sign in. When working with a system that does not allow login sharing, special care must be taken so that a user does not inadvertently log in and ...
Clio Data Restore: Read Me First - Calendar Permissions
These instructions must be followed by each user in the firm. Permission Changes are only necessary during the migration Once the migration is complete, you can remove firm-wide access to your calendar. Prior to calendar entries being imported, each ...
If a task is related to an archived matter, mark it as complete
The following will mark all tasks that are related to a closed/archived matter as Complete. --The client has a bunch of tasks related to archived matters. --These tasks are NOT follow-ups and they NEVER intend on completing them. --The client would ...
Linearize Notes
Some systems support note comments(notes-on-notes). On systems like this, you might see notes organized as follows: |-Matter ABC.001 +-Note 1 (2021-01-01) +-Note 2 (2021-01-02) +-Note 2A (2021-01-04) +-Note 2B (2021-01-05) +-Note 2C (2021-01-06) ...
Tasks: Append Assigned To and Completed By to Descriptions
The script below will append the text 'Assigned to User: {firstName lastName}' and 'Completed by User: {firstName lastName}' to the end of the task description in cases where the users Email address was changed on the __M_Users table as a result of ...

SQL Script Library | Contacts | Knowledge Base

Contacts

Convert Users into Contacts

Create Contact Categories from Matter Participants

Popular Articles

Working with Systems that Prevent Credential Sharing

Clio Data Restore: Read Me First - Calendar Permissions

If a task is related to an archived matter, mark it as complete

Linearize Notes

Tasks: Append Assigned To and Completed By to Descriptions