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Can I Filter Transactions by Reference Number?

Objective:

  • Searching and filtering by reference number on the transaction page

Environment:

  • Clio Web App

Additional Information:

  • If you would like to see this feature in Clio, please contact Support at Support@Clio.com

Answer:

  • No, at the current time, it is not possible to filter by a specific reference number on the transactions page. 
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