Contacts are Being Duplicated Whenever I Send Bills

Issue:

  • Why do my contacts get Duplicated every time I send a bill via email or Clio Connect?

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

You may be clicking + Add a Contact button when sending the bill instead of filling out the Select Contacts field. Doing this will create a new Contact to share with, instead of sending to an Existing Contact.

Resolution:

Use the Select Contacts field to choose Contacts you want to share with.

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