Determining Records with Associated History Item

To determine which records can have an associated history item:

  1. On the Duplicate Record(s) Found view, select which records to attach the history to. If more information is needed to determine the correct contact or lead, click Contact/Lead Details.
    1. View the contact or lead detail view with additional information.
    2. Click Close when finished.
  2. Select the check box of the records that you want to create a history record for and click OK.
    The email message appears as a history item for the selected record.