Merging Contacts

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Version 20.18

Path: Practice Management tab > Contact Manager button

1. Navigate to the Contact Manager by following the path above.
2. Select the two entries for the contact you need to Merge by holding Shift or Ctrl on your keyboard and clicking the two entries. The Merge button will appear grayed out until 2 entries have been selected. 
3. Click the Merge button.

1. Select the Contact ID for the contact you want to keep.

1. When complete, the Merge completed dialog displays, click OK.
2. Click the Done button to close the window.

Version 20.17

Path: Practice Management tab > Contact Manager button

1. Navigate to the Contact Manager by following the path above.
2. Select the two entries for the contact you need to Merge by holding Shift or Ctrl on your keyboard and clicking the two entries. Note: The Merge button will appear grayed out until 2 entries have been selected. 
3. Click Merge.