Objective:
- View contacts added in a particular date range
- Export contacts for a time period
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go to Contacts
- Optionally, you can use the Filters option at the top-right to narrow the results by category (Person or Company), type (Client), or Custom Fields
- Click Export at the bottom of the page
- Select CSV as the export format
- Leave Available columns selected
- Click Export
- Open the file in Excel
- Select the Contact Created Date column (should be F), so that the entire column is highlighted
- Select the Data ribbon in Excel
- Click on Filter
- Click on the down arrow that now displays beside Contact Created Date
- Use the Search field to narrow results to a specific date range by selecting/deselecting dates