Friday, September 28, 2012

Better Contact Merging

In the Contact File Upkeep option in Maintenance, ZonePro now does a smarter job of merging duplicate Contact names. It now checks all of the fields to see if the record-to-be-deleted has any information that is missing from the record-to-keep and copies those fields over as part of the merge process. It also appends any Notes information from the record-to-be-deleted to the record-to-keep. A new "Browse" button makes it easier to see all of the information available in the duplicate records so that you can make better decisions about which record should be the record-to-keep. The old, simpler, method of merging duplicate records that does not retain any extra information from the records-to-be-deleted is still available by right-clicking on the "Merge Names" button.

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