KCS - How to Report on Contact Custom Fields

Objective:

  • Generate a CSV export of Contacts that includes Custom Fields

Environment:

  • Clio Web App

Additional Information:

Tutorial - Basic Techniques for Filtering and Sorting Clio Exports in Excel

Procedure:

  1. Click Contacts 
  2. Click Export
  3. Select Export all or Export pages
  4. Select the Output Format as CSV to create an Excel style spreadsheet
  5. Click Download

 

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