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How to Filter Matters by Custom Fields

 

Objective:

  • Include Custom Field columns on my Matter page
  • Show different fields on the main Contacts list

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click on  Matters
  2. Select if you want All, Open. or closed
  3. Click on Filter
  4. Click on  Add Matter Custom Field
  5. Select a Custom Field
  6. Select an Option
  7. Click Apply Filters
  8. After the filter steps above are completed Click on Columns
  9. select the Custom Field  
  10. 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".

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