Data Cleanup/Correction: Merge Contacts
The Merge Contacts feature enables you to merge two contact records into one due to a marriage or other event including a data import that separated contacts. The Merge Contacts feature makes one contact a spouse of another contact and removed from the People list.
The Merge Contacts option cannot be undone.
In Junxure, go to Database Tools > Data Cleanup/Correction > Merge Contacts. This will launch the Merge Tool.
Indicate which client is to be moved in the first box labeled "Delete this Client". This client's info will be added to the Client contact record listed in the second box, labeled "Add as Co-Client to this Client".
Choose which data to merge.
- Choose the Merge Default Information checkbox to include the information below. (Click the question mark icon to see the following window.)
- To merge any of the other data points, indicate using the check boxes in the lists. To select all the buttons at once, click the Select All button. To clear all selected items, click the Clear All button.
- Click Merge Clients.
- In the Perform Merge window that appears, click Yes to merge the clients or No to cancel the merge.
Data Cleanup/Correction: View Duplicate Contacts
The View Duplicate Contacts feature enables you to view a list of clients with the same first and last name. This will allow you to determine if they are duplicate clients and to remove the duplicates. Go to Database Tools > Data Cleanup/Correction > ...
Data Cleanup/Correction Overview
The Data Cleanup/Correction menu contains tools that are invaluable for post-database conversion cleanup, including removing duplicate entries and merging contacts. See also Profile Tool for more help with cleaning your database. To access this tool, ...
Data Cleanup/Correction: View Edits
The View Edits feature produces a trail of modifications that have been made to data in Junxure. This tool also tracks changes made by synchronizing contacts with Microsoft Outlook. Go to Database Tools > Data Cleanup/Correction > Management > View ...
Data Cleanup/Correction: View Archived and Deleted Contacts
When a contact is deleted, Junxure moves that record into a backup .mdb file before it is permanently deleted. If the entry Path to your Documents on the options form is valid, Junxure should create an access database for each deleted client in that ...
Data Cleanup/Correction: Group Management
Employee Groups add another layer of access security to your database. The Group Management Tool provides a broad overview of contacts that are included in the User's login access. For more information on creating and using groups, see Employee ...