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Can Notes be Shown On the Matter Dashboard?

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
  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

Screen_Shot_2021-06-30_at_12.50.51_PM.png

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