Difference between revisions of "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 lead IDs by clicking the [[lookup widget]].   
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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]].   
  
Clicking the [Merge] button will take you to the "Confirm Merge" screen.  On this screen you can click the [Common View] button to view the contact details of the relevant contact.  Clicking the [Confirm Merge] button will merge the two contacts and delete [From Lead].  It will also take you to the [[View Contact Screen]] to view the newly merged contact.
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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 "To Contact".
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*[Confirm Merge] - Clicking this button will merge the two contact and delete [From Contact].  It will also take you to the [[View Contact Screen]] to view the newly merged contact.

Revision as of 07:24, 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 "To Contact".
  • [Confirm Merge] - Clicking this button will merge the two contact and delete [From Contact]. It will also take you to the View Contact Screen to view the newly merged contact.