Merging Contacts

  1. Open the Contact Merge Utility.
  2. Specify this information:
    Source Contact
    Select the contact that you want to merge into the target contact.
    Target Contact
    Select the target contact, which takes on the source contact.
    Conflict Resolution
    Select whether the source or target contact's data takes precedence.
  3. Click Process.

Follow these rules when merging contacts:

  • All null or empty values in the target are updated from the source.
  • All non-null or populated values in the target obey the conflict resolution. These values are updated from the source if the conflict resolution is set to source.
  • All source references throughout the system update to the target.
  • All incidents, SROs, and contracts using the source contact throughout the system update to the target contact.
  • If the contact information on the incident, order, or contract does not match the source contact information, it is not updated, as this is assumed to be a manual override of the information for the specific order.
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