- 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
Not at this time. The Filter's must be input each time you go to any given page in Clio.
If you would like to see this functionality in Clio, please give our Support Team a call to have your vote added to a Feature Request. You can contact us at 1-888-858-2546 option 2.