Contents of the Key Convert Contacts Form

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.

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.
New Contact Select the existing contact record to which you want to merge records.