| To complete this procedure; you must have Insert and Modify permissions for Address Book entries. |
Use this procedure to combine information from a source or multiple source entries into a target entry. You have the option to keep the source entries or to delete the source entries. All information is copied to the target entry without overwriting any of the original information in the entry. The source and target entries must be the same type of entries.
Please be aware that you can only combine contacts from the same company, if the entries are from different companies you will need to move them from the correct company before combining, to learn more about it please click here.
- Click on the source entry in the Address Book to make it the current entry.
– or –
In the Address Book page; select multiple source entries.
- Click the checkbox to the left of entries.
- Select the target entry.
The target entry is always the last entry selected.
- Select Edit - Combine Selected Entries.
- To create alternate mailing addresses in the target entry using address in the source entries; select Create alternate mailing addresses from addresses in the source entry.
- To delete the source entries automatically; select Delete source entries after merging is complete.
Don’t put a checkmark here unless you are sure that the Source does not have information In any field that you want transferred to a location in Target where there is already information in that same field
- Click OK to confirm.