Creating a Master Contact Record is simpler than creating
a new contact.
To
create a Master Contact Record:
Select Address
Book from the FootPrints
Toolbar. The
Address Book Homepage is displayed.
Select Create
Master Contact Record from the Create Contact menu. The
Create
New Master Contact Record page is displayed. Note that the name used for this is not “Create Master Contact Record”, but the name of the field used for Master Contact Records. If the field used is “Company”, the menu selection will say “Create Company”.
Enter the data in
the appropriate fields. For
example, if you are using a field named "Company"
for lookup, enter the name of the company in the Company
field.
To update all records
that have a matching Master Contact Key, check the Update Contacts checkbox.
This updates
all of the records that have the same value in the Master Contact Key
with the same data in the contact fields.
Enter your password and click the GO button. The
Master Contact Record has been created.