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How to Edit the Default Date Range Showing on the Activities Page

Objective:

  • Change the date showing in Activities to the correct default date
  • Ensure that the correct date shows up by default when going to the Activities tab

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click Activities tab on the left
  2. Either change the dates in the date range fields at the top (beside the Expense tab) or click the dropdown on the right of the date range to choose between Custom, Today, This week, This month, and This year
  3. Click on a different tab on the left side (like Contacts)
  4. Click back on the Activities tab 
  5. The date should be the same that you set in Step 2 above
  6. Please note that if you clear your browser's cache, the dates in the Activities tab might change

 

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