KCS - How Do I Search For a Contact By The First Letter in Their Name?

Objective:

  • How can I filter Contacts by alphabetical order?
  • Can I see a list of every Contact or Client in my account whose first or last name starts with a certain letter of the alphabet?

Environment:

  • Clio Web App

Additional Information:

This will show all First, Name, Last Name, and Company Name that start with the selected letter. If you want to further narrow the search, type the first two or three letters. 

In the previous version of Clio, you were able to select from a list of letters. In new Clio, we've replaced the list of letters with a new, more powerful search box.

Procedure:

  1. Click on the Contacts tab
  2. Type the desired letter in the "Filter by Keyword" search box
  3. Click Enter on your keyboard

 

 

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