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On a Statement of Account run for Multiple Clients in What Order are They Listed?

Objective:

  • Why aren't Clients organized by the 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 the first Client entered in Clio to last Client entered in Clio.

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