Why is the Matter Select Custom Field not Pulling Up All My Matters?

August 25, 2020 15:16

Objective:

To determine the reason why the Matter Select Custom Field isn't finding my Matter

Environment:

Clio Manage

Additional Information:

Answer:

The Matter Select Custom Field will only pull open Matters. The ability to search all Matters is currently a Feature Request in Clio. If you would like to see this functionality, please send your request to support@clio.com