E-Training*: Consolidating Duplicate Contact Entries

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.

To view an instructional video of this material, click the link below:

Instructions

Open the Contacts entry you want to keep
Click ‘Consolidate’ at the bottom of the entry
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.
Check the box nest to each entry you want to combine into the record you have open.
Click ‘Next’
Read the Warning that displays
If you are certain you want to consolidate the entries, Click ‘Finish’
Enter your Prevail password
Click ‘OK’ to complete the consolidation.