Objective:
- How do I find a list of a Client's Matters by Status (Open, Pending or Closed) in the New Contact page?
- Why does the New Contact page only show open Matters?
- Show all a Client's Matters
- View a Client's Matters by Status
Environment:
- Clio Manage
- New Clio
Additional Information:
By default, the New Contact page show only a Client's Open Matters.
Answer:
Yes.
- Go to the Contact
- Under Open Matters (upper-right section), click View all Matters