Objective:
- 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?
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
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 support@clio.com