Contacts (Key Conversions)
To merge existing duplicate contact records, use the Key Conversion utility for contacts. To change a contact name, use the Contacts hub.
Prerequisite: Back up your Vantagepoint database.
Combine Contact Records
Use the Combine Records tab to merge existing duplicate contact records. The contact code defined under Existing Contact Name will merge into the contact defined under New Contact Name. Combining will merge the records and all associated details and transactions. All applications in Vantagepoint that use the combined records are also updated.
- Related Topics:
- Combine Contact Records
To combine duplicate contact records from the Contacts hub, use the Key Conversions utility for contacts. - Contacts Form (Key Conversions)
Use the Contacts form to merge contact records. Use the Contacts hub to change the contact name.
Parent Topic: Key Conversions