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Matching Contacts

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Matching Contacts

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To prevent you from adding the same contact twice, TntConnect will automatically compare new contacts with your existing list anytime you add a contact, no matter how it is added.

Read More > Tutorial: Adding/Editing a Contact

Read More > Add Referrals

Read More > Importing Contacts

Read More > Tutorial: Downloading Gifts from the Web

TntConnect will seek to match any new contact with an existing contact who has the same name. For downloaded gifts, TntConnect will look for last name matches. For all other methods, TntConnect will try to match first and last names.

Confirm Match Dialog

When TntConnect sees a contact it suspects might be a duplicate, it brings up a dialog box to match the new contact to one already in your database.

Cancel

Ignores the match and returns you to the previous screen.

No Match

Adds this contact as a new contact. (Note: If you are downloading gifts or addresses, TntConnect will first guess at the match, then after you press No Match, offer a list of all contacts for you to select a match. You can press No Match again to continue.)

Yes

Confirms the match and does not add a new contact. TntConnect will offer to update the contact's name and address info. (For example, if the new information has five fields, only those five fields will be updated; other fields in the existing contact will remain as they were.)

When you select an item to update, TntConnect then offers you options for which field to update:




Comments on this Help Topic

TCJohn78 wrote re: Matching Contacts
on 14 Jan 2013 3:26 AM

I was trying to use this feature to update some new fields on contacts. It found the match, but I didn't want to update the name/address...so I said no to that. Then Yes to the Error (which is a little annoying for every contact). However, none of my new fields updated.

Troy Wolbrink wrote re: Matching Contacts
on 14 Jan 2013 3:38 PM

This feature only updates name/address fields for existing contacts.

TCJohn78 wrote re: Matching Contacts
on 15 Jan 2013 4:01 AM

Is there anyway to merge in the other info. What I was hoping to do was to be able to update contact info every so often from an external contact list (exported to CSV).

Troy Wolbrink wrote re: Matching Contacts
on 22 Jan 2013 5:09 PM

There's not currently a way to do this via TntMPD.  This is a planned feature for later this year.  For now the only possibility would be via Access linked tables.  This is the only way TntMPD provides to programmatically change the data.  www.tntware.com/.../how-can-i-develop-add-ons-for-tntmpd.aspx

thewoerners wrote re: Matching Contacts
on 13 Sep 2013 7:28 PM

Somehow we still managed to allow two contacts to be created for the same person.  Although I realize that precautions have been put in place to prevent this from happening, it happened nonetheless.  

So, now that we have two contacts, both with pertinent info, is there any way to merge the two?

Troy Wolbrink wrote re: Matching Contacts
on 14 Sep 2013 5:36 PM
NicholasAlsop wrote re: Matching Contacts
on 10 Mar 2017 10:07 PM

Troy,

I am looking for this same kind of import. I want to occasionally update other fields in the database for multiple contacts. Is this still a planned feature to be added?

Troy Wolbrink wrote re: Matching Contacts
on 20 Apr 2017 11:35 PM

TntConnect 3.1.13 added exactly the features you're wishing for!

www.tntware.com/.../tntconnect-3-1-r13-beta-enhanced-import.aspx

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