Duplicate Contact Records - How to combine them
/You may notice that the same person has been entered twice in your Contact list. Time Matters has a powerful feature for combining two Contacts into one.
When using the feature, you choose which Contact will survive and which data from the other Contact will be merged into the surviving Contact.
If there are Matters linked to the duplicate Contacts, they will be linked the “surviving” Contact along with other Related Records.
To merge two Contacts, open the Contact record you want to keep. Then:
Menu / Edit / Duplicate Check / Start / Combine
Usually Time Matters picks the best checkboxes. You can change the check mark, placing it by the value you want to keep in the surviving record.
Leave the box checked for : Reassign all Related Records from the duplicate record.
At the bottom, click: Duplicate record will be deleted.
Click OK.
