Objective:
- Find a list of Matters by Custom Field information
- Filter Matters using Custom Field data
Environment:
- Clio Manage
Additional Information:
N/A
Procedure:
- Go to the main Matters page in the black navigation bar
- Open the Filters dropdown menu
- Select the Add Custom Field link at the bottom of the menu
- Select the Custom Field from the Select or search fields... menu
- Fill out the adjacent fields accordingly
- Select the Apply Filters button