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Question

When Creating New Matters in Clio, the app returned "You don't have permission to view custom fields.".

  • 15 January 2024
  • 1 reply
  • 24 views
H

I logged into clio's admin account (which is supposed to have full control in terms of creating new contacts/matters) in zapier but I am getting below error whenever I try to create new contact or matter. (Creaing new activity works fine though.) "You don't have permission to view custom fields" How can I fix this?

 

 

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @Habeen Jun 

Help articles from Clio to reference:

https://help.clio.com/hc/en-au/articles/16186400854171-Zapier-and-Clio-

https://help.clio.com/hc/en-us/articles/9200279456667-Account-Users-and-Permissions

 

You may need to try connecting the Clio account to Zapier using a new/different private browser.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

Reply


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