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Objective:
- Avoid duplicate contacts in Clio
- Ensure that emails are associated with the correct contact in Clio
Environment:
- Clio Manage
- Office 365
- Microsoft Outlook
Additional Information:
n/a
Answer:
When a user files an email to Clio using the Outlook Add-in, and there is one contact in Clio with the same email address, that contact will be associated with the email.
When a user files an email to Clio using the Outlook Add-in, and there are either multiple contacts in Clio with the same email address (as a sender or recipient), or there are no contacts in Clio with the same email address (as a sender or recipient), it will prompt the user to resolve that conflict.
If there are multiple contacts in Clio with the same email address as a sender or recipient, the user can:
- Choose the correct contact from a list of matches
- Search for the correct contact
- Create a new contact
If there are no contacts in Clio with the same email address as a sender or recipient, the user can:
- Search for the correct contact
- Create a new contact