- Include Custom Field columns on my Matter page
- Show different fields on the main Contacts list
- Clio Manage
- Click on Matters
- Select if you want All, Open. or closed
- Click on Filter
- Click on Add Matter Custom Field
- Select a Custom Field
- Select an Option
- Click Apply Filters
- After the filter steps above are completed Click on Columns
- select the Custom Field
- Click on Update Columns
Filtering Matters by Custom Field is very similar. Click on the Filter button when viewing your Matters and choose a Custom Field from the dropdown menu.
You can then choose which Matter Custom Fields you would like to filter by. Depending on the type of Custom Field, you will notice different options appear in the second box. You can add as many Custom Field filters as you need by clicking on "Add Custom Field".