Convert Contact Keys

Use the Contact Key Conversion utility to merge existing duplicate contact records. To change a contact name, use the Contact Info Center.

Prerequisite: Back up your GovWin Capture Management database.

To merge contact records:

  1. From the GovWin Capture Management Navigation menu, click Utilities > Key Conversions > Contacts.
  2. Complete the fields on the Key Convert Contacts form.
  3. Select one of the following actions:
    Option Description
    To save the conversion to run later Click Save.
    To run the conversion now Click Run.
    To schedule the conversion to run on a regular basis via the process server Click Schedule and complete the Schedule dialog box.