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.
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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 Contact Info Center, where you can modify contact data.
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New Contact
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Select the existing contact record to which you want to merge records.
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