Contact Merge Utility

Clean Up Cluttered Contacts

Is your xTuple database cluttered with duplicate contacts that cannot be deleted because they contain important references to existing comment history or documents? xProvare Contact Merge solves this problem by allowing you to "Merge" one contact with another so that all contact references are repointed to a contact you select as the "real" version of that contact.

In any organization that uses a shared contact list, it is inevitable that duplicate contact entries will be made. The trouble is once a contact is associated with comment history or other critical document records it cannot be deleted.  This leads to having to check multiple contact records to assemble a complete picture of a contact's history.

Contact Merge will merge references for all contact relationships including:

• Contact Comments
• Incidents
• Customer Billing, Correspondence and Ship-tos
• Sales Orders
• Vendor
• Site
• And more!

In addition you can easily merge specific contact data elements such as notes, phone numbers, and e-mail addresses so that all key information about your contact is converged into one place.  For information and documentation about the Contact Merge utility, visit the xProvare website.

Contact Merge provides convenient filtering utilities to make selection decisions about which contacts are to be merged easier. It also allows you to purge contacts that have been successfully merged, or restore merged contacts if you determine you made a mistake.

xProvare has designed Contact Merge to conform to xTuple design conventions so that the interface is familiar and intuitive for seasoned xTuple users: