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How Do I Filter For Contacts With Open Matters?

Objective:

  • Only show Contacts with Open Matters

Environment:

  • Clio Manage

Additional Information:

While Clio does not offer the ability filter Contacts by Matter Status, you can create a Custom Field  and restrict your Contact list to display only Contacts with open or closed Matters using that Custom Field.

Procedure:

To create a Contact Custom Field: 

  1. Click Settings or the gear icon
  2. Custom Fields
  3. Click Contact Custom Fields > Individual Fields
  4. Click Add
  5. Fill out the Name field and select a Type
  6. Check the Default box to display the field automatically when creating or editing Contacts
  7. Check the Required box to make filling out the field mandatory
  8. Click Save

Add Custom Field to Contact: 

  1. Go to the Contact
  2. Click Edit
  3. Scroll to the bottom, click Custom fields
  4. Click on the drop-down menu, select the Custom Field you wish to add
  5. Fill in the info needed
  6. Click Save

To filter Contacts by Custom Field: 

  1. Click on Contacts
  2. Click on Filter
  3. Click on Add Contact Custom Field
  4. Select a Custom Field
  5. Select an Option
  6. Click Apply Filters

 

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