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This How-to covers consolidating one (or more) Contact entries.

If your security settings don’t include Contacts Consolidating access, you won’t be able to do this.

\uD83D\uDCD8 Instructions

  1. Open the Contacts entry you want to keep

  2. Click ‘Consolidate’ at the bottom of the entry

  3. Adjust the sliders for First Name, Last Name, and Office to increase of decrease the number of characters being compared for each of these fields.

  4. Check the box nest to each entry you want to combine into the record you have open.

  5. Click ‘Next’

  6. Read the Warning that displays

  7. If you are certain you want to consolidate the entries, Click ‘Finish’

  8. Enter your Prevail password

  9. Click ‘OK’ to complete the consolidation.

Creating Contacts, Consolidating Duplicate Contact Entry,

Training Plan for Prevail 6-9 Upgrade

Video 44 - Report Designer

Admin Training #2

Video 18 - Trust Account Setup

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