Select the
contact records to combine.
| Field | Description |
|---|
| Combine Existing
Contacts
|
This option is automatically selected.
When you combine records that contain one or more attached documents, all documents from both records are attached to the new record.
|
|
Contact
|
Select the
contact records that you want to merge by performing one of the following actions:
- Click
Insert to insert a new row in which you can use the
Contact lookup to select one
contact record.
- Click
Lookup/Insert to display the
Contact lookup where you can select one, more than one, or all
contact records.
|
| Name
|
This field displays the name of the
contact. Click this field to go to the
Contacts hub, where you can modify
contact data.
|
| New
Contact
|
Select the existing
contact record to which you want to merge records.
|
