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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 Save contact 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 option is located at the bottom of the Edit contact screen.

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.  

 

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