The RingCentral CRM Extension creates duplicate contacts in Clio. I wanted to know how to it is possible to avoid this issue and also it doesn’t provide the option of saving contacts only in RingCentral without saving it in Clio.
Best answer by ByrneReese
Once I pointed
Best practice for Clio users: the key here is using a consistent phone number format within Clio. When phone numbers use divergent formats, then the software has to conduct multiple searches for phone numbers which slows the contact matching process down considerable. This is a limitation with the Clio API which we have communicated to Clio on multiple occasions. The Clio team has been reluctant to commit to a fix. We continue to look for solutions to alleviate this problem however, and will update the community if we come up with anything.
+3There is not an obvious reason this is happening - at least looking at the source code. So we might want to schedule a debugging session together. I can message you privately. But we will get to the bottom of this.
I turned off all automatic log ins . I manually add the contacts and logs , but the CRM only provides one option ( Create new contact ) even if the caller is existing contact who is already saved in Clio. Also I see that the CRM is not synced with the original RingCentral app. so the contacts that are saved in the RingCentral app is not shown in CRM.
+3Once I pointed
Best practice for Clio users: the key here is using a consistent phone number format within Clio. When phone numbers use divergent formats, then the software has to conduct multiple searches for phone numbers which slows the contact matching process down considerable. This is a limitation with the Clio API which we have communicated to Clio on multiple occasions. The Clio team has been reluctant to commit to a fix. We continue to look for solutions to alleviate this problem however, and will update the community if we come up with anything.
Hi
Thank you for taking the time to speak with me about the duplicate contact issue in RingCentral CRM. I really appreciate your guidance; it was helpful to understand the cause of the error and how to avoid it in the future.
However, I still have a long list of contacts saved in various formats, and fixing that isn’t going to be easy. I hope that in the near future, Clio introduces features that allow us to merge duplicates rather than just removing them. Many of these contacts are linked to matters or contain important logs, so this would definitely help us avoid additional challenges.
Thanks again for your assistance!
Best regards,
Rafi
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