Processing updated contacts.

Once you have sent out the update emails - give the recipients 24 hours to start responding - and then you need to process them.

To process the responses - click on the blue Updates link to the right of the Contacts and Organisations search buttons at the top of the screen. This will give you a list of the contacts who have updated their details, with a blue process link by their name.

Click on the process link - and the contacts old record, as well as the new details that they entered will be shown on the screen.

Wherever the two records have different information in the fields - there will be an "< Add" or "< Replace" button between the two - clicking on this will transfer the new information into the Contacts details: . Please note that you do not have to accept the new details - you can choose what you want to transfer.

Once you have worked through the contact and have transferred all the necessary information - you click on save - and the contacts details are updated.