KCS - How to Filter the Firm Feed

Objective:

  • Filter the search results on the Firm Feed

Environment:

  • Clio Web App

Additional Information:

For more information on accessing the Firm Feed, click here

You can filter the Firm Feed to view activities and events by specific User, Type, and Deleted. You can layer these filtering options to pinpoint the exact piece of information you need.

Procedure:

When viewing the Firm Feed:

  1. Click Filter
  2. From the dropdown menus, select the Appropriate "User""Type", or "Deleted"

 

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