此回答正确
Re: merging
Martins Ebersteins
2015-10-09
Dear Melanie,

If two contact cards were created for the same contact by mistake and only one is required, the usual process is to:
1) manually fill all the relevant fields in one of those cards, so that one card would contain all the information in the contact card;
2) use System module -> Settings -> Conversions - Contacts and Conversions - Master to merge the not required contact with the required one for proper history purpose.
This will required database export and import procedure though, so most often just one of both contacts is closed...

Best regards,
Eberstein Business Solutions
留下评论
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
最新留言
Brittany McGrath
Test re-open and close. ...
04:12 11 十月 2024
Kae Bohlin
...
03:44 10 十月 2024

我们在正常工作时间对论坛进行维护,旨在在24小时内回复所有问题

You can subscribe to notifications for any post in this forum by selecting the 'star' icon on the top right corner of the topics list. You have to log in to use this functionality.