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Manage Duplicate Contacts Using Automatic Mode in the Universal Contact Manager

Last Updated: Wed, 04 May 2011 > Related Articles

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Summary

Learn how to manage duplicate contacts using automatic mode in the Universal Contact Manager (UCM).

Solution

The Universal Contact Manager contains functionality to reconcile contacts from multiple sources that have similar information. 

To manage duplicate contacts using automatic mode in the Universal Contact Manager, complete the following steps.

1

From the Universal Contact Manager Contacts tab, click the Deduplicator button.

Result: The Manage duplicated contacts page displays.

2

Click the Start Contact Resolution button.

Note: If no duplicates are found, the message No duplicated contact found displays.

Result: The Manage duplicated contacts > Automatic mode page displays.

3

Click the pair of contacts to merge.

Note: The pairs displayed have the same phone number, same email address, same first name, and / or same last name.

4

Select one of the following options:

 

OptionAction
Merge contact information
  • Select the information to merge.
  • Edit the contact's name if desired.

    Note: The Name field is the only field that can be edited on this page.
     
  • For multiple phone numbers or email addresses, click the star next to the preferred phone number and preferred email address.
  • Review the merged Contact details, then click the Save button.
Do not merge contact information

Click the Don't Merge button.

Restart selection

Click the List button to restart the selection process.

5

Continue with the merge process until all contacts have been resolved, then click the Go to my Address Book link.

All steps complete.


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