December 22nd, 2011 by Gwynne Monahan
This week’s tip comes from Clio Customer Support Specialist Steve McCauley.
By default, the drop down Activity Descriptions menu under Time Entries are sorted alphabetically. While this is fine for a handful of Activity Descriptions when you first open your law practice, there will come a point where the list is long, causing you to spend more than a few seconds looking for the handful you use all the time.
To make finding those most-used Activity Descriptions easier, and save yourself some time, put your Top 10, or most used, Activity Descriptions at the top. To do that, simply add a space in front of the Description box when you first create it. Or edit existing Activity Descriptions and add a space in front.
So instead of getting an alphabetized list, it might look something like this:
Activity Descriptions are now in an order of what is most often used instead of the typical alphabetical order. When enetering time on Wednesdays, for example, Writing Wednesday will appear in the drop down menu as the second option instead of the last.
Go ahead and experiment with your Activity Descriptions, and get the ones you use the most at the top of the list.
To learn more about Activities in Clio, check out the Activities section of our Support site.
Got a tip to share? Let us know. We’d love to hear them!