Merge Contacts dialog box

Use this dialog box to merge two duplicate contacts into one. The information for the two contacts will be merged across all projects. Choose the contact whose information you want to use throughout Project Center. The other contact will be deleted.

This dialog box is useful for merging two contacts that were accidentally entered twice. For example, a contact may have been entered with two different email addresses, resulting in a duplicate contact record. This dialog box will merge these contacts under the desired email address and all project data will reflect the updated (and correct) information.

View

Click to open the View Contact dialog box to view details about the selected contact.

Additional information

The following fields are affected on the new primary contact:

●        The primary contact fields (names, email address, phone numbers, company, and office location, etc.) are preserved.

●        If the deleted contact has Info Exchange access but the primary does not, the primary contact inherits the deleted contact's Info Exchange settings.

●        If the deleted contact has a user association and the primary does not, the primary contact inherits the deleted contact's user.

●        The primary contact inherits all of the deleted contact's My Projects list.

●        The primary contact will become a project team member on all of the deleted contact's project teams with the following settings:

●        Project team member settings are preserved at the highest level including primary contact, Info Exchange access, accepted disclaimer, team visibility, and permission sets.

●        The primary contact becomes a group member on all project team groups the deleted contact belonged to.

●        The primary contact inherits all of the deleted contact's member/group subscriptions.

●        If the deleted contact has project administrator/manager/principle in charge/main contact associations but the primary contact does not, the primary contact inherits the deleted contact's values.

 

To access this dialog box

Select two contacts with the same name from the Project Center Administration Activity Center Contacts tab, then click Merge Contacts from the Tasks panel.