How Will Matters Export After Sorting by Client?
Objective:
- A method to report out on Matters by Client Name in Clio
- How will Matters appear on the CSV file
- How will Matters appear on the PDF file
Environment:
Additional Information:
- Must have used the toggle option to resort the order of Matters by clicking on the column heading Client
- Once generated, the spreadsheet can be sorted/filtered and saved in Excel
Answer:
- When using the Export function from the Matters page after sorting by Clients, Matters will appear sorted by Client names (ascending or descending)
- When exporting as a PDF, the sorting will by the First Name
