Resolve duplicate Account or Business Contact records in Business Contact Manager for Outlook

If you save an Account (Account record: The location for storing Account information, including information that is entered on the Account form, linked records, and communication history items.) or Business Contact (Business Contact: A person with whom you do business at a company or organization.) record (record: A completed Account, Business Contact, or Opportunity form. The record contains Account, Business Contact, or Opportunity information, plus the other records and items that are linked to it.) with the same name or e-mail address as one that already exists in your Accounts or Business Contacts folder, Microsoft Office Outlook 2003 with Business Contact Manager Update displays a dialog box that allows you to either add the new record, or update the existing record with information from the new Account or Business Contact record.

ShowAdd as a new Account anyway

The new Account record will be added to your Accounts folder with the same name as the existing Account record. To distinguish between the two, add an identifier to the name of one of the records.

ShowAdd as a new Business Contact anyway

The new Business Contact record will be added to your Business Contacts folder with the same name as the existing Business Contact record. To distinguish between the two, add an identifier to the name of one of the records.

ShowUpdate and open the existing Account with new information from this one

Business Contact Manager for Outlook compares all fields and replaces conflicting data with the data from the new Account record. For example, if you have an account named Wide World Importers, with the phone number of 555-0167, and you add an account with the same name but with a different phone number, Business Contact Manager for Outlook copies the new number into the existing Account record.

Categories and text in the Comments box are not copied into the existing Account record. If you want to include this data in the existing Account record, you must add it manually. Links to Business Contact records are added to the existing Account record, but do not replace any existing links. Links from Account History Items to items other than account records are not copied into the existing Account record.

Business Contact Manager for Outlook stores a copy of the original Account record in the Deleted Items folder.

ShowUpdate and open the existing Business Contact with new information from this one

Business Contact Manager for Outlook compares all fields and replaces conflicting data with the data from the new Business Contact record. For example, if you have a Business Contact record named Judy Lew, with the phone number of 555-0167, and you create a new Business Contact record with the same name but with a different phone number, Business Contact Manager for Outlook copies the new number into the existing Business Contact record.

Categories and text in the Comments box are not copied into the existing Business Contact record. If you want to include this data in the existing Business Contact record, you must add it manually. Links to Business Contact records are added to the existing Account record, but do not replace any existing links. Links from Business Contact History Items to items other than Account records are not copied into the existing Business Contact record.

Business Contact Manager for Outlook stores a copy of the original Business Contact record in the Deleted Items folder.

 
 
Applies to:
Outlook 2003