Objective:

• Show notes in the matter dashboard
• Can I add "Notes" Tab on a Matter's dashboard? 
• How to see the Notes tab, but also include the notes on the actual Dashboard of the Matter

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

No, Notes cannot currently be displayed on the Matter Dashboard. Please contact Clio Support to add your vote to this feature request.

As a workaround, you can create a visual indication that a Note exists within the Matter. To do this, create a Matter Custom Field called (for example) Notes? and provide a Picklist option of: Yes or No. This would create a visual indicator on the Matter Dashboard, so firm users would know to look in the Notes tab of a Matter. To do this:

1. Click Settings
2. Click Custom Fields
3. Click Add
4. Name the custom field: Notes?
5. Select Picklist from the Type dropdown menu
6. Enter in Yes and then click the + button 
   
7. Enter in No for the second field
8. Select the checkbox  Default, this will be applied to all new and existing Matters
   
9. Click Save

Then, if Notes have been added to a Matter:

1. View the Matter
2. Click Edit Matter
3. Scroll down to Custom Fields
4. Select either Yes or No from the drop-down menu for Notes?
5. Click Save Matter