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Issue: Gmail Add-On Creating Duplicate Contacts In Clio

Issue:

  • Gmail Add-On creating duplicate Contacts in Clio 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

The Add-On will look for a Contact with the exact same email address in Clio, and if it doesn't find it, it will create a new Contact.

Resolution:

Once the email has been logged into Clio, you can open the logged communication and edit the contact in the "To" and remove the current contact, and select the contact that the email should have been filed to. Please note that that EML and any attachments file that is also logged in the documents area, will need to also be moved. To move files, please see the article Documents: Moving Files and Folders from our Help Center

 

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