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Do Contact Notes in Microsoft Outlook Sync to Clio?

Objective:

  • Will my Contact Notes in Outlook show in Clio?
  • Does the Outlook Sync bring over Notes in the Outlook Contact card?

Environment:

  • Clio Web App
  • Microsoft Outlook

Additional Information:

While the Contact Notes will not sync between Clio and Outlook, you can export this information from Microsoft Outlook and import it into Clio using the steps in this article.

Answer:

No, it will not sync over.

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