Objective:
- Understand how dates are assigned to Activities
Environment:
- Clio Manage
Additional Information:
The following logic is used to determine the start date when filtering the date range of the Activities page:
- Today - Time entry modal defaults to current date
- This week - Time entry modal defaults to Sunday’s date
- This month - Time entry modal defaults to first of the month
- This year - Time entry modal defaults to first of the year
- Custom range - Time entry modal defaults to the first date in the range
Answer:
Added from | Date Used |
Create New button | Today's date |
Add Time button on the Matter Dashboard |
Today's date |
Activities page or Matter sub-tab |
Start date of current date range filter |
Save and duplicate button on previous entry |
Date of previous entry |
Save and create another button on previous entry |
Date of previous entry |