KCS - Can I Have a Contact Sync for More than One User?

Objective:

  • Can I sync contacts for all firm users

Environment:

  • Clio Web App
  • Google Contact Sync
  • Office 365 Contact Sync

Additional Information:

Having multiple users sync contacts with Google greatly increases the likelihood of contacts being deleted and disconnected from matters. This often occurs when users edit their contacts on their phones (e.g. to delete duplicates) without realising that they are affecting the Clio contact list.

Answer:

While you have the ability to sync contacts for all Clio users in your firm, it is recommended that you have one designated user who manages the contact sync.

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