- To remove true duplicate Contacts/Clients in Clio.
- To remove true duplicate Calendar Events/Entries in Clio.
- Clio Web App
- 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)
- Log into Clio as an Administrator
- Go to https://app.clio.com/bulk_operations if you are in the previous version of Clio. Go to https://app.clio.com/nc/#/settings?path=bulk_operations if you are in new Clio.
- Click Add
- Select Remove Duplicate Contacts or Remove Duplicate Calendar Events
- Click Generate Preview
- Wait for the "State" to change from "Preview Queued" to "Preview Completed"
- Click Preview
- Review the list of entries to be deleted
- Click Confirm Deletion
- Click Perform Operation
- Click OK in the Warning Pop-Up Window to begin the deletion process