8/4/26

#TipTuesday: Stop Duplicate Contacts With Customs Editor

Stop your team from recreating contacts that already exist with this quick Filevine tip from Optimizer Stacy, who shows you how a blank Limit to Contact Type setting in the Customs Editor keeps existing contacts from showing up in search.

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Free Help Wednesdays: Fixing Messy Docs, Missed Deadlines & More with Customs Editor