How to Filter Matters by Custom Fields – Help Center

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:

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".