How_do_I_review_the_Master_Contact_List_

How do I review the Master Contact List?

The Master Contact List is stored in System Management. When you finish running Find and Link Related Records, review the records in the Master Contact List for errors.

Reviewing the Master Contact List

1. Open Connect System Management > Master Records > Setup/Modify Contacts.

The first record displays.

2. Is the contact information correct?

  • Yes, the contact information is correct. Click Next (F3) to display the next record.

  • No, the contact information is not correct. Click on a field to edit it. The system saves the changes to the contact record.

 

3. Click Next (F3) to advance to the next record.

4. Review each record in the Master Contact List.

The Master Contact List is complete.

 

 

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