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Does New Clio Present "Recents" for All Users or are They User-Specific?

Objective:

  • Determine whether the "Recents" list is user specific or account wide

Environment:

  • Clio Manage

Additional Information:

The "Recents" menu will display up to 5 Matters and up to 5 Contacts.

Answer:

"Recents" is user specific. It will only show you recent items you have visited, not items other members of the Account have visited.

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