KCS - On a Statement of Account run for multiple clients in what order are they listed?

Objective:

  • Why aren't Clients organized by last name on the Statements of Account?
  • How Are Clients Ordered On A Statements Of Account?
  • Is there a specific order for Clients on a Statements of Account?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

At this time, they list them in order of Contact number. So first Client entered in Clio to last Client entered in Clio.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality