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How to View all Companies in my Contacts List

Objective:

  • How to filter a list of all companies in my Clio Account
  • View Companies
  • See only Company Contacts in the Contacts tab

Environment:

  • Clio  Manage

Additional Information:

n/a

Procedure:

  1. Go to the main Contacts tab
  2. Click Filters
  3. Open the Contact Category drop-down menu
  4. Select Company
  5. Apply Filters

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