How Will Matters Export After Sorting by Client?
- A method to report out on Matters by Client Name in Clio
- How will Matters appear on the CSV File
- 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
- When using the Export function from the Matters page in Clio after sorting Clients, Matters will appear sorted by Client names (ascending or descending)