Objective:
- To ascertain the creation date of one or more Contacts
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Click on Contacts in the black bar
- Click Export
- Choose CSV from the Output format dropdown
- Click Create Export
- Click Download
- Open the file in Excel and locate column CW entitled CreatedAt
Alternatively, if you are just looking for recently created contacts:
- Go to the Dashboard
- Click Firm Feed
- Select the Filter button
- Click Person
- Scroll down through the list to see when a contact was created and who did it. ie "Mary Smith created a person John Smtih"