Query
I have duplicate addresses in my addresses screen. How do I merge these addresses together?
Solution
From the Main Toolbar, select Contacts |
Select the Global Addresses tab
Select Find Matches, under Address Filters
CAS 360 will display any duplicate addresses. The duplicate addresses will be grouped together so that they are easily identified.
A match is determined by multiple addresses' Address Line, Suburb and Country being the same.
The number of cases where the address is used will be displayed beside each address.
To consolidate the contacts, click .
The consolidation process will combine the contacts information together.
If there is a clash in address details, CAS 360 will use the information from the contact where the keep button was selected.
Example: Multiple contacts have different fax and phone numbers
CAS 360 will ask users to confirm the consolidation of the addresses.
This consolidation function cannot be undone.
Click to continue.