Objective:
- Reorganize Matters by Custom Field Columns
- Reorder Matter page by Custom Fields
- To determine if you can sort Matter columns by Custom Fields.
- To determine if you can sort Custom Field columns by ascending or descending.
Environment:
- Clio Manage
Additional Information:
- You can export your Contacts in CSV format, then sort the spreadsheet in Excel.
- You can add additional columns to the Matters page by following the steps listed here: Add Custom Field Columns. However, you cannot sort by those columns at this time.
- A feature request has been sent to our development team for this functionality. If you would like to add your vote to this feature request, please let us know by emailing support@clio.com
Answer:
Not at this time.