hat_17

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hat_17 [2014/05/05 12:15] – created barbarahat_17 [2017/12/01 16:35] (current) – external edit 127.0.0.1
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 Bring up the records to be merged on the selector.  Bring up the records to be merged on the selector. 
  
-{{:company_selector.png?|}}+{{:company_selector.png?|Company Selector}}
  
 Open the one you want to keep as the 'main' record and place it on the left of the screen.  Open the one you want to keep as the 'main' record and place it on the left of the screen. 
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 Then drag from the selector onto the open record until you see the cursor change.  When you drop you will be asked to confirm that you want to merge. Then drag from the selector onto the open record until you see the cursor change.  When you drop you will be asked to confirm that you want to merge.
  
-{{:merge_company_to_company.jpg?|}}+{{:merge_company_to_company.jpg?|Merge company}}
  
 **Company Contacts** **Company Contacts**
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 Select the 'main' contact so the details appear top right, then click once on the other contact and drag from the line to the top right area.  When you drop you will be asked to confirm that you want to merge.  Select the 'main' contact so the details appear top right, then click once on the other contact and drag from the line to the top right area.  When you drop you will be asked to confirm that you want to merge. 
  
-{{:merge_contact_within_company.jpg|}}+{{:merge_contact_within_company.jpg|Merge Contacts}}
  
 **Person** **Person**
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 Then drag from the selector onto the Open record until the cursor changes.  When you drop you will be asked to confirm that you want to merge.  Then drag from the selector onto the Open record until the cursor changes.  When you drop you will be asked to confirm that you want to merge. 
  
-{{:merge_person.jpg|}}+{{:merge_person.jpg|Merge Person}} 
 + 
 +Go back to [[hints_and_tips|Hints & Tips]]
  
  • hat_17.1399292144.txt.gz
  • Last modified: 2017/11/16 21:56
  • (external edit)