Merge Resource Contacts

Depending on your role in WorkBook, you can merge two contacts into one regardless of their status in Resources. This process deactivates one of the contacts. This is useful when you have duplicate resource contacts.

Note: You must have permission to add, delete, and modify resources to complete this task.

To merge resource contacts:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the resource associated with the contacts that you want to merge by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information /.
5. On the side toolbar of the resource information card, click Contacts .
6. On the top toolbar of the resource information card, select Show Inactive to display both active and inactive contacts.
7. Select the contact that you want to merge with another contact and click Merge Contacts on the top toolbar of the resource information card.
8. In the Merge Contact With Another Contact dialog box, select the contact that you want to merge with the first contact.
9. Click OK.