Merging Contacts
Currently, the tools for merging contacts can only be accessed under Classic View. This article details how to access the tool for merging contacts, as well as how to actually perform the merge.
Open Classic View
Access the classic version/layout of Unicentric.
Click on the Gear Icon
In the upper right hand corner of the window, click on the gear icon.
Click on the Classic View Button
In the pop up, click on the button that contains a ring inside. This will open the classic view.
Access Contact Admin Tool
Once in classic mode, we can now access the Contact Admin page, where contacts can be merged.
Open the Tools Tab
Open the Tools tab by clicking the tab towards the top of the screen that reads "Tools".
Open Admin Contact View
From the Tools tab, click on the Admin Contact View option. This is found on the left hand side of the window.
Merge Contact
In this step, the contacts are searched, selected, marked as primary, and then merged. NOTE: Only two contacts may be merged at a time.
Search for and Select Contacts
In the search field on the Admin Contact View page, search for the contacts you wish to merge. Once you find one of the contacts, click on the "select" option found in the results below.
This step might need to be repeated more than once, but make sure no more than two contacts are selected. If you accidentally select more than two contacts, you may use the "Clear Workarea" button to restart.
Mark a Contact as Primary
Use the "Primary Contact For Merge" check box to mark a contact as the primary. The primary contact will have single-instance form priority over the secondary. For example, if both contacts have a Billing Schedule, the primary's will be used over the secondary's.
Merge the Contacts
Click the "Merge Selected Contacts" button found at the top of the work area to merge the contacts.
