Prevail 10 E-Training*: Contact Consolidation

If you have duplicate contacts, use the contact consolidation tool to merge them into a single record. This process allows you to determine what information to keep and add to a single consolidated contact.

Instructions:

Note: Users need to be given permission to access this feature. Administrators with access to Employee Setup can set this up. For more information, see ‘Prevail 10 E-Training*: Employee Setup.’

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 next 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.