Activity Creation

Activity Creation #

~.UcClient.~ is configured by default to add a new 'Phone' communication on the matched Clio Contact and Matter records when a call ends. The activities created are automatically populated with the time and duration of the call. Any dialed number, groups/queues and prefix information will be added to the 'Body' section of the phone call record where available.

Screenshot

Activity creation can be disabled in the ~.UcClient.~ settings.

Refer to the screen pop section for more information about how task creation works with multiple screen pop matches.