Objective:
- Merge multiple Contacts with the same Email
- Invalid Email Address error when sharing
Environment:
- Clio Manage
Additional Information:
Make sure one of the Emails is set to "Primary"
Procedure:
- Locate each version of this Contact by searching the Email Address in the search bar
- Open each Contact in a different tab
- Edit each Contact to include a number in their name so you can tell them apart (ie John Doe 1)
- Locate the Contact with the Clio Connect email address
- Move any information not in this Contact Card over from the other Contact Cards
- Delete all other Contact Cards and keep the one with the Clio Connect Address