Clever Case Documentation
  • Clever Case Documentation
  • Navigation
    • Top of Page
    • Left Side
    • Settings / Help / Roadmap / Logout
      • Settings
  • Dashboard
    • Recent Matters
    • My Time This Week
    • Recent Payments
    • Recent People
    • Tasks
    • Events
  • People
    • All People / My People
    • Conflict Check
    • Person Page
  • Matters
    • All Matters
    • Recent Matters
    • My Matters
  • Accounting
    • Invoicing
    • Pending Invoices
    • 3rd Party Export
    • Print and Email Invoices
    • Accounting Ledger
    • Pending Trust Transfers
  • Reports
    • Productivity
    • My Aged Receivables
    • Aged Receivables
    • My Rates
  • Calendar
  • Tasks
    • My Tasks
    • Organization Tasks
    • New Task
  • Time
    • My Time
    • Organization Time
    • New Timecard
Powered by GitBook
On this page
  1. Dashboard

Recent People

PreviousRecent PaymentsNextTasks

Last updated 8 months ago

This section of the dashboard will show the five most recent people you have viewed.

If they have contact information it will be listed below their name.

Click "New Person" to create a new people record in the system.

Click "Go to People Index" to go to the People view.

Recent People section on the dashboard
Recent People section on the dashboard