October 13th, 2011 by Gwynne Monahan
#cliotraining Tip: Use the More Button to Find What Communication You’re Looking For
Quick: what song popped into your head first: Billy Idol’s “Rebel Yell” or U2′s “I Still Haven’t Found What I’m Looking For”?
Whatever the answer, the “More” button in Clio makes it easy to sort and find all kinds of information in Clio. A growing practice means more documents, bills and communications. All good things, of course, but it can also be hard to find that one Communication item you need by just scanning a long list of items.
Enter the “More” button.
We’ve discussed the “More” button before as way to help find bills, and it can also help you find that one Communication item you need. Here’s how it works:
- Under the Communications tab, click the “More” button.
- A search box appears, and to the left of it, a “Type” drop down menu.
- Type in what is you’re looking for, or to further narrow the field, select an option from the “Type” drop down menu.
And remember to use the “More” button throughout Clio to help you find information faster.
You can learn more about filtering and searching communications on our Support site.
Got a tip to share? Let us know. We’d love to hear them!
[...] covered using the “More” button, and how to quickly find and sort tasks. Both require going into a particular tab, like Tasks or [...]