Issue:
- Most recently created Matter Note duplicated in Clio Manage when exporting Matter from Clio Grow to Clio Manage
- Duplicate Notes when importing int Clio Manage
Environment:
- Clio Grow
- Clio Manage
Additional Information:
- For More Information on Continued Usage Clio Grow Functions After Exporting A Matter to Clio Manage, click here
- For More Information on What are the Default Contact and Matter Fields that are Exported From Clio Grow to Manage, click here
Cause:
This occurs when a Clio Grow Matter has more than one (1) Note and the Matter is exported more than once.
Workaround:
Manually delete the duplicate Matter Note in Clio Manage.