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Can I Export my Activity Categories?

Objective:

  • Exporting Activity Categories to CSV or Excel spreadsheet.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Clio does not natively have a function to export your Activity Categories to a CSV file.

However, since the data is in a table, it is possible to highlight the entire table on the screen, and then copy and paste into Excel. It should appear in Excel as a proper spreadsheet, than can be filtered and edited.

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