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How Do I Print a List of Clients by Their Last Names?

Objective:

  • How can I order the list of clients by their last names?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Go to the Contacts page
  2. Click on Filter
  3. Under Contact Type, select Client
  4. Click Apply Filters
  5. Scroll to the bottom of the Contacts table and click Export
  6. Select CSV and Available Columns
  7. Click Export
  8. Open the Excel Spreadsheet and locate the column labelled Last Name
  9. Click on the column to Sort Ascending in order to list the last names alphabetically

 

 

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