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Searching, Sorting, and Filtering your Contacts

Clio offers you a few different tools to help you quickly find a specific Contact.

Contents

Filtering Contacts
Sorting Contacts
Searching Contacts
Recent List

Filtering Contacts

To filter your master list of Contacts, go to the "Contacts" tab and click on the "Filter" button. This will provide you with a field to search your Contacts by name. Additionally, you can filter your Contacts based on the value of a Contact Custom Field. For detailed steps on how to filter Contacts by Custom Field, click HERE

Sorting Contacts

By default, your master list of Contacts will show all of your Contacts in a table sorted alphabetically with Companies at the top. To re-sort your master list of Contacts, you can

  1. click on the alphabet bar to sort your contacts by last name; and
  2. click on any of the column headings to sort the Contacts table by that column. 

Searching Contacts

In addition to searching Contacts from the "Contacts" tab, you can also search your Contacts from any screen in Clio using the Global Search bar on the right side of the Clio header. 

For more information on using the Global Search, click HERE

For information on Conflict Searching in Clio, click HERE

Recent List

The right-hand sidebar will display a list of the 10 most recently visited Contacts and Matters and can be accessed from any screen in Clio.