Add a new client in a couple of clicks, and bring related clients together into a household using client groups.
Create a client
Clients are created automatically from your connected calendar. Marloo adds a record for anyone who appears as a meeting attendee, so you do not need to do anything for those to appear (see "Contacts that appear from calendar sync" below). Email sync does not create new clients, it only matches incoming emails to records that already exist. The steps below are for when you want to add an ad-hoc client yourself.
Go to the Clients tab and click Add new → New client.
Add an email address if you have one. Email is now optional - you can create a client without one and add it later.
Set the type: Individual, Company, or Trust.
Save. The client record is created and ready to use.
Got the type wrong? You can change it between Individual, Company, and Trust from the top of the record at any time.
Create a client group (household)
Client groups bring related clients together into a household, a couple, a family, company directors, so you can see them as a unit while keeping each person's record intact.
Go to the Clients tab and click Add new → New group.
Pick the people you want in the client group.
Marloo names the client group for you automatically. Change the name if you'd prefer something else.
Save. The client group is created with everyone you added.
Add someone to a client group later
Open the person's profile - you'll see which client group(s) they're already in.
Search for another client group, select it, and click Link.
A client can belong to more than one client group.
Merging duplicate clients
The Merge function is now purely for de-duplication - bringing together a single individual who has ended up with more than one record (for example, because they've used two different email addresses).
It is not for joining different people together. To link a couple, family or any other related clients, create a client group instead (see above).
If two different people have already been merged into one record by mistake, use Split to separate them. Split breaks the record into a client group with a separate member for each email address. See Splitting a client.
Setting up a couple without a second email address. If one person in a couple does not have an email address, you do not need a placeholder. Create a new client record for that person (email is optional). Then use the Group function to link both clients. This approach is quicker than Split and does not require a second email address at all.
Good to know
Files roll up to the client group. Open Files on a client group and you'll see every member's files, each attributed to the person it belongs to. Open an individual's profile and you'll only see their files.
Uploads to the group stay on the group. Files uploaded directly to a client group record do not appear on individual member profiles. To have a file accessible on both the individual and the group, upload it to the individual's Files tab instead.
Files can't be moved once uploaded. To relocate a misplaced file, download it from the group record and re-upload it to the individual's profile.
Linked Microsoft 365 folders follow the same rule. To have those files available at both the individual and group levels, link the folders directly to each individual client's profile. A folder linked only at the group level shows its files there, and they do not filter down to individuals.
Checking who a file belongs to. In a client group's Files view, hover over a file and the icon in its top-right shows which individual it is linked to.
Overview widgets are calculated per person, not merged. In a client group, each member's widgets are worked out separately against their own context - Marloo doesn't combine them into one set of numbers.
Email import must be done per member. When you add people to a client group, historical email import cannot be triggered at the client group level. Go into each member's profile and use the Import past emails button from their Emails tab. Once imported for each person, those emails roll up and are visible at the client group level.
Contacts that appear from calendar sync
When your calendar is connected, Marloo pulls in everyone who appeared as a meeting attendee - including product providers, colleagues, and other contacts - and creates records for them in your Clients list. This is expected behaviour, and there is no global setting to turn it off. To manage these non-client contacts:
Mark as "Not a client" - removes the contact from your Clients view and stops their meetings and documents from pulling through in Marloo. Reversible: use the filter icon next to Clients to restore them. This is the preferred option for a contact who keeps appearing from calendar sync, since it will not be recreated on the next sync.
Hide this person - select from the three-dot menu on the contact's record. Hidden contacts stay out of your Clients view and can be un-hidden via the filter icon (select "Show hidden clients").
Delete - removes the record from Marloo. If the contact appears in your connected calendar as a meeting attendee, Marloo will recreate the record on the next calendar sync. Mark the contact as "Not a client" instead of deleting if you want it to stay off your Clients list.
Note: email sync does not create new contacts. It only matches incoming emails to existing records by email address.