- Can I search for blank fields in Contacts or Matters?
- Can I search for blank fields in Clio Manage?
- Clio Manage
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:
- Click on Contacts in the main navigation bar on the left
- Apply any necessary Filters
- Click the Export button below the list of contacts
Then follow these steps to set up a Filter in Excel:
- Select any cell within the range
- Select Data > Filter.
- Select the column header arrow
- Select Text Filters or Number Filters, and then select a comparison, like Between.
- Enter the filter criteria and select OK