2017

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KCS - What is the Difference Between the Contact Information Report and a Contact Export?

Objective:

  • Understand whether to create a Client Contact Report or a Contact Export
  • Report on Contact Information

Environment:

  • Clio Web App

Additional Information:

How to Export All Contact Information

Answer:

  • Contact Export in CSV Format includes ALL standard fields and Custom Fields (including non-primary phone numbers and email addresses)
  • Contact Export in PDF Format includes Name and primary PhoneEmail, and Web 
  • Contact Export can be restricted by:
    • All, People, Companies, Leads* (*Elite only)
    • All Contacts, Clients, Clio Connect
    • Letter of the alphabet
    • Custom Field
    • Search terms
  • Client Information Report (Web, PDF, or CSV) only includes Client NameMatterPrimary Phone Number, and Primary Email Address
  • Client Information Report only shows Contacts with Matters
  • Client Information Report can be restricted by:
    • Responsible Attorney (Responsible Solicitor)
    • Matter Status (Open/Closed/Pending)
    • Practice Area
  • Client Information Report can be grouped by Client, Practice Area, and Attorney (Solicitor)
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