Objective:
- View Only Contacts with Matters
- Filter Contacts
- Separate Contacts from Clients
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
New Clio:
- Click on the main Contacts tab
- Click Filters
- Open the Contact Type drop-down menu
- Click Client
- Click Apply Filters
Previous Clio:
- Click on the main Contacts tab
- Select the sub-tab for Clients