- Can I set up a default Filter view in the Matters tab?
- How can I create standard Filters for Activities?
- Is it possible to set up standard Filter options for Tasks?
- Clio Manage
On Contacts, Matters, Activities, Communications and Notes data tables, some filters will remain intact when you navigate away from the page and return to it or hit refresh. This includes:
- “Quick filter” buttons (e.g. All/Time/Expenses on Activities)
- Results per page preference
- Date range filters on Activities and Communications
- Calendar view settings on Calendars page (Agenda/Day/Week...etc)
NOTE: A cache clear will remove the remembered persisted filters.
For all other requests around default filters, please log your feature request through Support by either calling 1-888-858-2546 (toll free) or emailing email@example.com