June 2018 Updates to Clio Exports

In June 2018 we released several updates to our exports:

  • The bills export now has Matter and Type columns
  • The matters export now includes the Matter Description in addition to the Matter Number when "visible" columns are exported. This was previously only shown if customers selected "available" columns
  • The transactions table within the Matters subtab now has a CSV export
  • All custom fields can now be exported from Matters and Contacts
  • PDF exports now available on Activities, Matters, Contacts and Bills data tables
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