04-27-2011 09:36 AM
I didn't have a chance to do it last night because I have to lock the database to make the changes and people were working late...hopefully I can do it tonight. I'll post back and let you know, thanks for checking up.
05-09-2011 09:10 AM
I was finally able to test it this weekend. I disabled the dropdowns on all of the fields and none of them would copy, so it's not the dropdowns. I just don't get it!!
05-09-2011 09:22 AM
From my experience with the Copy/Move Data feature for merging records, you HAVE to select the field and choose copy for each field you want to copy over. This insures that you select the fields you need copied over. Do you merge the records first, then instead of deleting the original, you do a copy/paste? Re-reading your post, it looks as if when you choose to copy the field in the merge tool it copies as it should.
The primary setting is used when you duplicate a record - meaning it will populate a new record with the primary fields indicated when you choose Duplicate Contact/duplicate records from primary fields.
Hope this makes sense.
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05-09-2011 10:06 AM
Well, I guess that explains it then. I thought the primary field indicator was for merging records as well. But now I see it is only when duplicating as you stated. (Primary Field - allows the field to be copied when duplicating a record.)
The only way to get the data to copy from one contact to another when using the "Copy/Move Contact Data" is to manually select the fields and hit the copy button in the merge wizard...thanks.