Difference between revisions of "Merge Contacts Screen"

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This screen allows you to merge one contact into another.  Both the initial contact and the contact that it is merging with can be selected by manually entering the internal contact name, or by clicking on the [[lookup widget|lookup widget]].  The lookup widget will bring up the [[Find Contact Screen|Find Contact Screen]].  Searching for and selecting the contact from the prompted Find Contact screen will add the contact to the appropriate field on the Merge Contacts screen.
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This screen allows you to merge one contact into another.  Manually enter the internal ID of the "From Contact" and the "To Contact" fields or search for the contact IDs by clicking the [[lookup widget]]. 
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Clicking the [Merge] button will take you to the "Confirm Merge" screen.  The "Confirm Merge" screen has the following options:
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*[Common View] - Clicking this button will take you to the [[View Contact Screen]] for the selected contact.   
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*[Common Change] - Clicking this button will take you to the previous screen, allowing you to change the "From Contact" or the "To Contact".
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*[Confirm Merge] - Clicking this button will merge the two contact and delete the "From Contact".  It will also take you to the [[View Contact Screen]] for the newly merged contact.

Latest revision as of 07:26, 27 September 2007

This screen allows you to merge one contact into another. Manually enter the internal ID of the "From Contact" and the "To Contact" fields or search for the contact IDs by clicking the lookup widget.

Clicking the [Merge] button will take you to the "Confirm Merge" screen. The "Confirm Merge" screen has the following options:

  • [Common View] - Clicking this button will take you to the View Contact Screen for the selected contact.
  • [Common Change] - Clicking this button will take you to the previous screen, allowing you to change the "From Contact" or the "To Contact".
  • [Confirm Merge] - Clicking this button will merge the two contact and delete the "From Contact". It will also take you to the View Contact Screen for the newly merged contact.
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