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

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:

  • N/A

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

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