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How Can I Filter Clio Contacts on the Mobile App?

Objective:

  • Filtering contacts to only see Clients
  • Filtering Contacts to Company/Person/All

Environment:

  • Clio Mobile

Additional Information:

  • To see all Contacts check that Filters are both set to All

Procedure:

  1. Click on Contacts on the top right
  2. Click on Filter Contacts underneath the search bar
  3. Select which filters to apply
  4. Click Done

 

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