KCS - Why is There a Contact Being Created Each Time I File an Email from Outlook Add-in?

Objective:

  • Contacts being created when emails are being filed with Outlook Add-in
  • Why is There a Duplicate Contact Being Created Each Time I File an Email from Outlook Add-in?

Environment:

  • Clio Web App
  • Outlook Add-in

Additional Information:

  • This also happens with the Maildrop feature in Clio

Answer:

Contacts are being created because of the email being filed to Clio is not matching an email that exists in Clio. There may be two potential reasons why this happening: 

  • If there are email addresses in the Outlook email that is not in Clio, those emails will have a contact created. If there is no name associated with the email in Outlook, the contact will be created with a contact name of whatever email it is associated with. 
  • If Outlook is adding single quotation marks to an email when forwarding, the integration will not recognize the email and create a duplicate Contact. For instructions on how to resolve the duplication issue, click here. 

 

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