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