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

Objective:

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

Environment:

  • Clio Manage

Additional Information:

  • n/a

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

 

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