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Marking Clio Employee Contacts as Inactive in Kolleno

Mark contact person inactive in Kolleno when their Clio employee record is set to inactive.

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Written by Kolleno Support
Updated this week

When syncing employee contacts from Clio to Kolleno, you have the option to automatically mark a contact person as inactive if they are marked inactive in Clio.

Setting: Clio Contact Person as Inactive (code clio_contact_person_as_inactive)
​Default: No

Description:
Ask Kolleno support to enable this setting for you if you want Kolleno to automatically mark a contact person as inactive when their corresponding contact (employee) is inactive in Clio.

This will not impact email addresses and phone numbers imported from the Company object.

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