KCS - How does the Clio Outlook Add-in associate Emails with Contacts?

Objective:

  • Avoid duplicate contacts in Clio
  • Ensure that emails are associated with the correct contact in Clio

Environment:

  • Clio Web App
  • 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

 

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