Objective:
- Can I find the Activities of a removed firm member?
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
From the Activities tab to find all of their Time Entries for all their Matters:
- Click on Activities
- Click on Time
- Click on Filters on the right hand side
- Beneath Firm User, select All Users
- Select the Matter you are looking for if necessary
- Click Apply filters
- Click Columns on the right hand side next to Filters
- Ensure that the User box is ticked
- Click Update Columns
- Click on the heading of the User column to sort the Time Entries by User
- Find the deactivated User's name to find their Time Entries
- If you would like a list of only the deactivated User you will have to export that Activities into a CSV and remove all unwanted data