Objective:
- Conflict Check / Conflict Search
- Search Clio
Environment:
- Clio Manage
Additional Information:
Related Article: How to Export Global Search Results
For a list of everything that can be found using the Global Search, see here.
Procedure:
- Type desired search within main Search Bar (on the top left side of Clio Manage)
- Press Enter/Return on your keyboard
- If you are doing a contact conflict check, under Search results, click Contacts
- Scroll through the results
- If you find any duplicate contacts you can use this workaround to merge them