Objective:
- I need to locate a Matter on the iOS/Android
- I need to locate a Contact on the iOS/Android
- How do I use the filter on the iOS/Android
Environment:
- Clio iOS App
- Clio Android App
Additional Information:
n/a
Procedure:
How to locate a Matter:
- Log into the App
- Click Matters along the bottom of the screen
- Press the magnifying glass in the top right of the screen
- Enter in Matter number
- Press the magnifying glass in the bottom right of the screen
How to locate a Contact:
- Login to the App
- Click More
- Click Contacts
- Press the magnifying glass in the top right of the screen
- Enter in Contacts details
- Press the magnifying glass in the bottom right of the screen
How to use the filter on the iOS/Android App:
- Log into the App
- Select the required Calendar, Matter, Time from along the bottom of the screen, alternatively to view Tasks, Contacts, Documents press More
- Click Filters on the top left of the screen
- Tick the required information
- Press Apply