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How to Search for and Edit Activities in the Main Activities Tab

Objective:

  • Edit Time Entries 
  • Update Activities
  • Search for Expenses

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to main Activities Tab
  2. Click Filter
  3. Enter details in search fields
  4. Click Search
  5. Find specific Activity and click Edit

 

 

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