Introducing The Law Community, the online community just for Clio customers. Sign up now.

Is There a Way to Search for Blank Fields in Contacts?

Question:

  • Can I search for blank fields in Contacts or Matters?
  • Can I search for blank fields in Clio Manage?

Environment:

  • Clio Manage

Answer:

No. We do not currently support searching for blank fields within Contacts or Matters in Clio Manage. However, you can do an export of matters/contacts then filter from the CSV file following these steps: 

  1. Click on Contacts in the main navigation bar on the left
  2. Apply any necessary Filters
  3. Click the Export button below the list of contacts

Then follow these steps to set up a Filter in Excel: 

  1. Select any cell within the range
  2. Select Data > Filter.
  3. Select the column header arrow
  4. Select Text Filters or Number Filters, and then select a comparison, like Between.
  5. Enter the filter criteria and select OK
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality