What is a master contact record?
The Master Contacts List stores a single record for each individual or business that has an account in Caselle Connect. The master record store's each account's name, address, telephone, and email address, and it can also store a list of applications with related records. A related record is another record that is stored in one of Connect's applications that also references the same individual or business as the master record. A Master Contacts List will cut down on the number of duplicate entries, for example, entries that may use a different spelling of a customer's name or contains out of date contact information, by providing a quick way to scan all of the records that are tied to the same customer at the same time.
The Master Contacts List shows you:
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Related Articles
Can I update a master contact record?
If the Related Contact displays the wrong contact information, you can edit the contact's information by launching the original record from the Master Records > Contacts form. Changing a master contact record 1. Open Caselle Connect System Management ...
How do I add a master contact?
You can add a master contact directly to the Master Contact table in System Management or you can also add a master contact in System Management when you add a contact to another Connect application. Adding a master contact (Connect applications) ...
How do I delete a related record from the master contact list?
Here's how to delete a contact from the Related Contacts List that shouldn't be there. These steps will remove the record from the Related Contacts List, but they will not remove the record permanently from the database. Deleting a master contact ...
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 ...
How do I add missing contacts to master contact?
You can add contact records to the Related Contacts List if the Find and Link Related Records routine misses a record, or a record was added later. The Related Contacts List shows all of the applications where the contact's information is stored. ...