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Master Contact Record

The Master Contact Record provides an easy way to organize contacts with a common factor, such as "company", with contacts that share the same factor inheriting properties from the master company record. Upon adding or editing a contact who is a member of an organization for which a master contact record exists, the Agent may pre-load the master contact record information into the contact.

For details on configuring the Master Contact Record, refer to Master Contact Record Setup.

For details on using the Master Contact Record, refer to Master Contact Record Actions.

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