Merging Contacts User Manual
Contents
1. I g a E Take Action io Add New Contact CJ First Last Last Contact Next Contact Last Action Note gt t invite Contacts Temp Phone Last Updated od Email Date Added s City Zip Status Actions Taken 3 Search Contacts County ra 22 hours a 2 weeks New Vacation in 2 weeks James Hill go i search Mail Leads 12 Market Street 21 hours ago Mi Laurel NJ 08054 22 hours ago 856 555 1234 Search Submitted 10 1 1949 Default r J Hill 22 hours ago New Needs additional 123 Market Street 21 hours ago coverage Mount Laurel NJ 08054 22 hours ago 10 1 1949 Client ca Jim Hill 22 hours ago Call Set appointment for 123 Market Street 21 hours ago Wednesday at 7 30 pm Mt Laurel NJ 08054 22 hours ago 856 555 1234 10 1 1949 Lead Call DD CO CED CITED All contacts fitting your search criteria will be displayed City Zip Status Actions Taken County James Hill 22 hours ago 2 weeks New Vacation in 2 weeks i 2 Search Mail Leads 12 Market Street 21 hours ago Ls Mt Laurel NJ 05054 22 hours ago i 855 555 1234 uu 2 Search Submitted 10 1 1949 Default s Actions for Selected J Hill 22 hours ago New Needs additional e 173 Market Street 21 hours ago coverage P Purchase Service Mount Laurel HJ 08054 22 hours ago SSS 1001 1949 EEEEEESEEEEEESLECCCTCCCOCECIIECECEESLOL C C ICCECEEEOCELLEZO ZSEu4n Client call tte be Jim Hill 22 hours2. User Manual Merging Contacts Merging Contacts in MAX Over time duplicate names may have been created in your system You can now Merge them together into one contact You can merge as many names together as you would like Once names have been merged you can NOT undo them Please make sure you are merging the correct names before you hit the merge button This feature will merge all notes polices files tags and data associated with the names search for the Contacts to Merge Contact Manager Search O Standard View amp Mine hill 23 Results Manage Event Calendar Settings Event Calendar for Test nt us Search by Tag Exclude by T2 From the contact manager enter the z search criteria you want to use to find First Last Last Contact Next Contact Last Action Note i Temp Phone Last Updated your contacts i e last name Email Date Added City Zip Status Actions Taken Cl ick Sea rch County George Wilson 2 weeks ago PAST Email Sent The system 905 Little Perch Lk S last month last month sent this email ASB May 5 Gwinn MI 11 months ago Newsletter 906 346 3357 6 17 2013 Client Email Sent 5 Search Submined port test box c Jessica Beacham 7 months ago Contract Update lead from 254 York Road 4 months ago T 65 to Submitted Turnersville NJ 06012 9 months ago CarrierName Care Search Results
3. 7 30 pm L4 Mount Laurel NJ 08054 23 hours ago 856 555 1234 3 S h Submitted 10 1 1949 Lead Call 4 CD OS ED Now when a search is done using the same last name criteria for the search only one record is found and displayed
4. Notes E dit E dit Take Action 9o swe IO Save amp Co To Next 8a cancel Quick Email Transfer Log 4 Delete Contact r a Need Help tea Submit Help Request Email Lists Drip Emails Pokysubmssonfom ia Merged Contact Final Help r New Merged Lead s on 06 17 2014 Merged by testagent2 1078 Data from Removed Leads Lead 2310150 id 2310150 address 12 Market Street city Mt Laurel date added 2014 46 16 11 00 04 last contact 2014 06 16 11 20 37 last modified 2014 06 16 11 43 40 stalus 1 status list T tag list 30 619 priority None custom status 0 admin moles Loyes dogs X insurance carrier American Pioneer x spouse Tina x premium 200 last action New Vacation in 2 weeks x plan type MS X plan type spouse MS x insurance camer spouse American Pioneer x premium spouse 150 x confined to bed Y x confined to bed spouse Y X diabetes Y X diabetes spouse Y x heart trouble Y lake Action sme To sae amp coToNen Ly m Quick Email Email Lists Drip Emails e WL Manage Files Sg Delete Contact t Policy Submission Form l Add New Policy Need Help Submit Help Request In the bottom notes there is a section that displays the data from the merged contacts that was not kept x heart troub
5. 50001 dale added 2014 06 16 11 06 21 last contact 2014 06 16 11 06 21 followup date 0000 00 00 00 00 00 last modified 2014 06 16 11 44 04 status 1 status list 1 tag list 47103 260 priority Warm custom status 11 admin notes Best to call after 5 pm last action New Meeds additional coverage Ly New 22 hours ago Vacation in 2 weeks 1 Mew 22 hours ago Needs additional coverage t Call 23 hours ago Set appointment for Wednesday at 7 30 pm The bottom Take Action Ao sav ia save amp Go To Next Joc Quick Email y Email Lists Drip Emails M Transfer Log CE my Need Help notes from the other 2 records are now all listed in the merged contact Merged Contact Final Dashboard Attract Communicate Manage Success Contact Manager Search CA Standard View amp Mine pin Results For Keywords h E t Calendar f Test nt Manage Evert Calencar Semngs ent GL arencar TOF Search by Tag Exclude by Tag Take Action i n D l O Add New Contact g First Last Last Contact A Next Contact Last Action Note invite Contacts Temp Phone Last Updated Email Date Added City Zip Status Actions Taken 3 Search Contacts County MAR MA THEN 2 weeks Call Set appointment for James Hill 23 hours ago ppoi search Mal Leads 123 Market Street 9 seconds ago Wednesday at
6. ago Call Set appointment for Email Lists Drip Eells 23 Markel Street 21 hours ago Wednesday at 7 30 pm e Mt Laurel NJ 08054 22 hours ago 656 555 124 10 1 1949 Lead Call Select the contacts that you want to merge b nD oo cat asta etur y ge oy clicking the box next to the Contacts name Click Merge Contacts Display of Names to Merge Le p Firs James Hi Address 12 Market Street Mt Laurel NJ dips 8565551234 8565552345 Followup Date 7 7 2014 11 43 AM None F Lea Default 123 Market Street Mount Laurel NJ 8565550001 Warm Lead Client jon Hill 2310147 Test Agent 08054 8565551234 8565552345 Lead The data from each Contact will be displayed alongside the other contact records The contact highlighted in grey is the name the system picks as the primary name that contains the most content or most activity Highlighted Data Crmerid Lead Type First Mame Lasi Hame Followup Date Priority Role Custom Status Select the lead you wish to keep and the fields with values Motes Files etc will be merged with the selected lead J James Hill 2310150 Test Agent James Fill 12 Market Street Mt Laurel HJ 08054 8555551234 6565552345 TITI2014 11 43 AM None Lead Default Test Agent J Hel 123 Market Street Mount Laurel HJ 05054 8565550001 Client Jim Hill 2310147 Test Agen
7. ent i l Quick Email Temperature Hot City Mount Laurel State NJ Email Lists Drip Emails Type New Business il i Postal 08054 Spouse Tina Hill Manage Files Status Lead BA ra a County iv v Transfer Log Follow Up 2014 07 07 11 43 33 Sa Delete Contact Time Zone Best Contact Time v n Me AT Example immor 3 35 pm n 1 a Add to Calendar f Policy Submission Form Birth 10 4949 zx Spouse 11 14950 Z5 ee DOB Tags Q Add New Policy Referred By Need Help follow up X football x goi x ES ee ee eS Er ash happy birthday X Data Capture as The tags from all 3 records have been combined as well Self MS MA Confined To Bed O amp o me Plan Type O Diabetes Q e 0 Click Here to Add Nate Merged Contact Final Policies Pol acy 951357 Policy Type Life Insurance Policy Carrier Aarp Status Issued Owner J Hill Policy 58525456 Policy Type Carrier Aflac Status Issued Owner Jim Hill Notes t New Email Chick Here to Add Votes Premium 46 00 Source Existing Date Added 6 16 2014 11 06 Am Effective Date 3 1 2012 Premium 112 00 Source Existing Date Added 6 16 2014 11 01 Am Submitted Date 5 16 2014 TS Message Cal Demo Notes wants to get policy for spouse
8. le spouse Y This is the only place that information from the merged X hospitalized Y contacts will appear Merged Contact Final E l y Take Action y New 15 minutes ago o 2 o Save Merged Lead s on 06 17 2014 Delete Merged by testagent 1078 i Data from Removed Leads 2 Cancel Lead 2310150 MESEEEEEESEEESEEECELLLLL ESEZELCIEZZLZEEELEECLCLLLU O MSR address 12 Market Street umm city ME Laurel E M date added 2014 06 16 11 00 04 el Email Lists Drip Emails last contact 2014 06 16 11 20 57 J last modified 2014 06 16 17 43 40 status 1 ul Manage Files status list 1 lag list 30 619 E MU A Y priority None Ln Transfer Log custom status 0 admin notes Loves dogs X insurance camer American Pioneer X spouse Tina x premium 200 last action New Vacation in 2 weeks x plan type M3 x plan type spouse MS This data can be deleted by clicking on the X to the right of the notes If you choose to delete these notes they can not be retrieved again x premium spouse 150 x confined to bed Y x confined to bed spouse Y Need Help x diabetes z Y a e x diabetes spouse z Y ted Submit Help Request X heart trouble Y x heart trouble spouse z Y Merged Contact Final Lead 2310364 id 2310364 first name J Cell 85655
9. ma Copd Oxygeno Y Click Merge Contacts when yOU have completed selecting the fields you want in the merged file Emphysema Copd Oxygeno Spouse Tobacco Tobacco Spouse Confirming the Merge N N Message from webpage x dh Are you sure you want to merge all 3 contacts into N WE Jim Hil 2310147 This action cannot be undone N x em You will receive the above message to confirm the merge Once you click ok THE MERGE CANNOT BE UNDONE Merged Contact Final Manage Contact Manage Evert Calendar Sethngs Event Calendar for Test Agent sz MET 15 First James Last Hill Loves dogs Best to call after 5 pm Company Has 2 grandkids Email Phone 856 555 1234 Last Contact Last Update e 23 hours ago 22 hours ago Mobile 856 555 2345 Source Manual Entry Daca oo ee Bod erm dI Eu mri Click Here to Add Note After the merge is complete the system will return to Take Action p mE i me Ne To Sae amp Co ToNex 2 m Cancel the new merged contact record Note the Additional comments at the top of the record have been combined Merged Contact Final Phone 856 555 1234 ints hasnt Last Contact Last Update Save 23 hours ago 22 hours ago Mobile 856 555 2345 i I o Save amp Go To Next dd Source Manual Entry CERE Address 123 Market Street e Cancel Owner testag
10. t E Jim E Hill 123 Market Strst Mt Laurel HJ 08054 8565551234 amp Lead Lead The information that is highlighted is the information that will be kept for that field and merged into the consolidated contact record The system will automatically pick up data from another contact if the field is empty in the primary contact selecting Data to Keep Ownerki Lead Type First Name State Phone Followup Date Priority Role tom Stat Select the lead you wish to keep and the fields with values Notes Files etc James Hill 7310150 Test Agent James E 12 Market Street Mt Laurel 6565551234 8565552345 7 1 2014 11 43 AM None Lead Pinta al Tesi Agent New Business 123 Market Street Mount Laurel amp NJ 8565550001 Warm Miant will be merged with the selected lead Jim Hill 2310147 Test Agent Jim Hilt 123 Market Street Mt Laurel NJ 08054 8565551234 8565552345 Hot Lead i and To select a different field click on that field and it will become highlighted The highlighted fields are what will be kept after the merge Merging Contacts Help H spitalzed Spouse N N Cancer Cancer Spouse Kidney Issues Kidney Issues Spouse Surgeries In Next Year Y N surgeries in Mext Year Spouse Emphyse
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