How to Filter Contacts and Matters by Custom Fields

Objective:

  • Include Custom Field columns on my Matter page
  • Show different fields on the main Contacts list

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click on Contacts or Matters
  2. Click on Filter
  3. Click on Add Contact Custom Field or Add Matter Custom Field
  4. Select a Custom Field
  5. Select an Option
  6. Click Apply Filters

 

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