Why Are the Matter & Client Columns Missing in an Account Transactions PDF Export?

December 14, 2021 14:56

Question:

Can I include Matter and Client information in the Account PDF export, similar to the CSV export?
Why aren't Matter and Client included in the Account PDF Export?

Environment:

Clio Manage

Additional Information:

Answer:

This is currently a Feature Request. To vote on this feature, contact support at 1-888-858-2546 x 2, via the Live Chat option in Clio, or by emailing support@clio.com