2017

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KCS - How To Remove Duplicate Contacts or Calendar Events

Objective:

  • To remove true duplicate Contacts/Clients in Clio.
  • To remove true duplicate Calendar Events/Entries in Clio.

Environment:

  • Clio Web App
  • Contacts
  • Calendar

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)

Procedure:

  1. Log into Clio as an Administrator
  2. 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.
  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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