Determining records with associated history item

To determine which records can have an associated history item:

  1. Select which records to attach the history on the Duplicate Record(s) Found view. If more information is required 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 require to create a history record for and click OK.
    The email message displays as a history item for the selected record.