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Can you Print the Pipeline in Clio Grow?

Question:

  • Is there a way to print a specific pipeline column in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

 

Answer:

  • This is currently not possible. However, as a workaround, you can click on matters on the left side of Clio Grow.
  • On the Matters page, click Apply Filters at the top right then click on the Select a Status box to select the Pipeline status.
  • You can then export the results to a CSV spreadsheet. NOTE: You will need to be an Administrator to see this option. 
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