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How To Remove Duplicate Contacts or Calendar Events through Bulk Operations Link

Objective:

  • To remove true duplicate Contacts/Clients in Clio.
  • To remove true duplicate Calendar Events/Entries in Clio.
  • Delete duplicate Contacts
  • Delete Duplicate Calendar Entries
  • Can I bulk delete duplicate Contact?

Environment:

  • Clio  Manage

Additional Information:

  • Only Users with Administrator Permissions have the ability to use this tool.
  • This tool creates irreversible changes.
  • This tool only deletes true duplicates (Contact or Event must be completely identical)
  • Duplicate Contacts will be automatically excluded: with the following kinds of data associated with them:

    -Matters
    -Related Matters
    -Employees
    -Transactions
    -Notes
    -Communication

Procedure:

  1. Log into Clio as an Administrator
  2. Go to https://app.clio.com/bulk_operations 
  3. Click Add
  4. Select Remove Duplicate Contacts or Remove Duplicate Calendar Events
  5. Click Generate Preview
  6. Wait for the "State" to change from "Preview Queued" to "Preview Completed"
  7. Click Preview
  8. Review the list of entries to be deleted
  9. Click Confirm Deletion
  10. Click Perform Operation
  11. Click OK in the Warning Pop-Up Window to begin the deletion process 
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