KCS - How are Matters sorted, when sorting by Client?

Objective:

  • Sort Matters by Client
  • How are Matters sorted, when sorted by Client?
  • What oder do Matters appear in when they are sorted by Client?

Environment:

  • Clio Web App

Additional Information:

For more information on sorting Matters, click here

Answer:

When Matters are sorted by Client the results will appear alphabetically by Company name first, and by Contact last name second. So Mr. Smith, who works at AA Plumbing, will appear before Mr. Anderson. 

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