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]].  The lookup widget will bring up the [[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 lead IDs by clicking the [[lookup widget]].   
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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.

Revision as of 07:15, 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 lead 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.

Retrieved from "https://docs.opentaps.org/docs/index.php?title=Merge_Contacts_Screen&oldid=841"