| To complete this procedure; you must have Insert and Modify permissions for Contact List entries. |
Use this procedure to combine information from a source entry 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 over-writing any of the original information in the entry. The source and target entries must be the same type of entries. Example: Companies, Households or Contacts.
- In the Contact List; click on the source entry to make it the current entry.
– or –
In the Contact List 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. Visibly, it is the record with the darker blue highlight. In the example above, the target entry is the top record.
- 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. If you do not select this option, you will end up with two records.
Don’t put a check mark here unless you are sure that the Source does not have information In any field that you want transferred to a location in the Target where there is already information in that same field
- Click OK to confirm.