2/12/26

#tiptuesday: Optimizing Person Fields in Filevine to Prevent Duplication in Contact Cards

Avoiding duplicate contacts in your cases keeps your data clean, reduces confusion, and saves your team valuable time. In this quick tip, Optimizer Syd Connelly shows you how to use Person Fields in Filevine to avoid duplication and ensure that only the right people are entered into specific fields.

Previous

Free Help Wednesdays: Mass Updates and Contact De-Duping in Filevine

Next

#TipTuesday: Using Project-Level Hashtags in Filevine