Editing and Deleting Contacts

Contents

Editing Contacts
Deleting Contacts

Editing Contacts

To edit a contact, first navigate to that contact and then click the Edit button at the top-right of the page.

Edit whatever information you want, and then click Update person at the bottom of the page.

Deleting Contacts

To delete a contact from the main Contacts page, select the contact and click Delete.

When viewing a single contact, the delete action can be located on the far right side of the "Contact Information" header: 

Extreme caution should be exercised when deleting a contact as this action can have compound repercussions with respect to related information stored in Clio. Although in most cases non-contact information is preserved, this information is at risk of being "orphaned", having lost context gained through relationships.

If you delete a contact in error you may be able to recover it via the recover tool. For more information, see the Undo a Deletion (Recovery Bin) article.  

 

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