Key Convert Contacts Form

Use the Key Convert Contacts form to merge existing duplicate contact records.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Utilities > Key Conversions > Contacts.

Contents

Field	Description
Combine Existing Contacts	This option is automatically selected.
Contact	Select the contact record(s) 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	Displays the name of the contact. Click this field to go to the Contact Info Center, where you can modify contact data.
New Contact	Select the existing contact record to which you want to merge records.