Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Fix Multiple Contacts with the Same Email Address

Objective:

  • Merge multiple Contacts with the same Email
  • Invalid Email Address error when sharing  

Environment:

  • Clio's Web App

Additional Information:

Make sure one of the Emails is set to "Primary"

Procedure:

  1. Locate each version of this Contact by searching the Email Address in the search bar
  2. Open each Contact in a different tab
  3. Edit each Contact to include a number in their name so you can tell them apart (ie John Doe 1)
  4. Locate the Contact with the Clio Connect email address
  5. Move any information not in this Contact Card over from the other Contact Cards
  6. Delete all other Contact Cards and keep the one with the Clio Connect Address

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality