2017

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KCS - When Exporting Matters I do not get the Data for "All Columns" in New Clio

Issue:

  • All columns are not being exported into a .CSV file when exporting Matters

Environment:

  • Clio Web App

Additional Information:

The Development Team is working on bringing over all Custom Fields and most columns that were present in previous Clio

Cause:

The Development Team wanted to secure site stability for New Clio before bringing over complex tasks.

Resolution:

  • Option 1: To export all Matters, create a CSV Export from the Exports page
    https://app.clio.com/export (NA)/ https://eu.app.clio.com/export (EU)

  • Option 2: To export a specific Client's Matters, access the Client page and use the Export button in the Matters sub-tab

  • Option 3: Run a Matter or Contact Export in previous Clio (click on the New Clio toggle at the top-right to temporarily switch back)
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