Objective:
- To remove an unwanted Contact, Client, or Company
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Open the Contact
- Select Edit
- Click on Delete Contact at the bottom-right
- Check the box "I confirm that I understand the consequences of this action."
-
The following content relating to this contact will be deleted:
-
Notes
-
Clio for Co-Counsel Access
-
Clio for Clients Access
-
-
The following content will no longer be associated with this contact:
-
Bills
-
Matters
-
Transactions
-
- The online payments made by the contact will no longer be associated with those respective Matters or Invoices.
-
- Click Delete Contact