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How do I 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:

Note: Events and Contacts deleted through this process cannot be recovered. Before performing ANY operation on this page, please double-check your actions. 

  • Only Users with Administrator Permissions have the ability to use this tool.
  • This tool only deletes true duplicates (Contact or Event must be completely identical)
  • If you have identical contacts, this tool will delete the newer one and leave the older one
  • 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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