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Overview
The Merge Contacts utility is used to merge two contacts into one contact.
Key Concepts
| • | Two contacts are selected, a Master Contact and a Merge Contact. Next, the different data items are selected and the contact is then merged into one contact. |
Note: Even though employees display in this applet, they cannot be merged.
Column Descriptions
Below are descriptions for the Items located on the Merge Contacts pop-up.
| • | Master Contact - The Primary contact that will become the only contact after the merge. |
| • | Merge Contact - The Secondary contact that will be merged into the Master Contact. |
| • | <-> button - Switches the selected Master and Merge Contacts. |
| • | Grid Groups - The grid columns are grouped into the following classifications (Personal, Email, Firm Association, Office Address, Home Address, Lead Source, Marketing) |
| • | Field Column - Name of the Field |
| • | Checkbox (left) - Selected Master Contact fields. If checked, the data will be retained from the Master Contact and the Merge Contact data will be deleted. |
| • | Checkbox (right) - Selected Merge Contact fields. If checked, the data will be retained from the Merge Contact and the Master Contact data will be deleted. |
| • | "Select fields with data. If both have data, use Master record" link - Selects all fields that have data. In the case of both Contacts having data, the Master Contacts data will be used. |
| • | Preview - Shows you which fields are going to be merged. |
| • | Merge - By pressing merge, the 2 records become one and any data not selected is deleted. |
| • | Cancel - Cancels the Merge |
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