Difference between revisions of "Merging Contacts"
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| − | It may become necessary to merge together two or more contact records in SmartSimple. | + | It may become necessary to merge together two or more contact records in SmartSimple. For example, a contact may have been entered twice in error. |
[[File:Dupcontacts1.jpg]] | [[File:Dupcontacts1.jpg]] | ||
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| + | To merge together the contacts, create a new contact by clicking on the "New Contact" tab in Contacts Management. You will be prompted for a Duplication Check. Enter the details in common between the records you would like to merge. In this example, you would enter First Name: Jane and Last Name: Case. Then click on the Submit button. | ||
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| + | [[File:Dupcontacts2.jpg]] | ||
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| + | On the next screen, you will be presented with a list of the contact records matching the criteria you have entered, representing possible duplicate records. To the left of each contact name, you will see a dropdown list presenting merge options. For the records you want to merge together, set the merge options as follows: | ||
| + | * choose "Primary" for the record you would like to use as the main record; | ||
| + | * for all other records you would like to merge together, choose "2nd," "3rd," etc. up to "5th." | ||
| + | Then click the "Merge Contacts" button. | ||
| + | |||
| + | [[File:Dupcontacts3.jpg]] | ||
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| + | You will be presented with a warning prompt as follows: | ||
| + | |||
| + | [[File:Warningprompt.jpg]] | ||
| + | |||
| + | Click OK. The contact records will then be merged together. All records within SmartSimple to which the selected contacts have been attached will now reference the merged contact record. | ||
Revision as of 11:02, 30 March 2012
It may become necessary to merge together two or more contact records in SmartSimple. For example, a contact may have been entered twice in error.
To merge together the contacts, create a new contact by clicking on the "New Contact" tab in Contacts Management. You will be prompted for a Duplication Check. Enter the details in common between the records you would like to merge. In this example, you would enter First Name: Jane and Last Name: Case. Then click on the Submit button.
On the next screen, you will be presented with a list of the contact records matching the criteria you have entered, representing possible duplicate records. To the left of each contact name, you will see a dropdown list presenting merge options. For the records you want to merge together, set the merge options as follows:
- choose "Primary" for the record you would like to use as the main record;
- for all other records you would like to merge together, choose "2nd," "3rd," etc. up to "5th."
Then click the "Merge Contacts" button.
You will be presented with a warning prompt as follows:
Click OK. The contact records will then be merged together. All records within SmartSimple to which the selected contacts have been attached will now reference the merged contact record.
