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
Vision database.
To merge contact records:
- From the Vision Navigation menu, click .
- Complete the fields on the Key Convert Contacts form.
-
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.