Action
|
Do this
|
View the contents of a record to help you decide what to do
|
Double-click the record.
|
Edit the record
|
On the Actions menu, click Edit.
|
Deactivate the record
|
- On the Actions menu, click Deactivate.
- In the confirmation dialog box, click OK.
|
Merge record by using the record in the top list as the master
|
- In the Records group, click Merge.
- Click Automatically.
|
Merge record by choosing the master record
|
- In the Records group, click Merge.
- Click Select Master.
- In the Merge Records dialog box, select which record to make the new master record.
- Select the fields from each record that you want to include in the master record. Fields that are shaded will overwrite the corresponding unshaded field during the merge operation.
- When you are ready to merge the two records, click OK.
- When you receive the message The selected records are merged and the subordinate record is deactivated, click OK.
|
Delete the record
|
- On the Actions toolbar, click the Delete button
. - In the Select Delete or Deactivate dialog box, click Delete, and then in the confirmation dialog box, click OK.
|