Updating Contacts
The Update Contact Utility can be used to replace the contact associated with future activities, business blocks, and/or reservations
-
From the Toolbox menu, select Utilities, select Data Management then select Update Contact.
-
Property: Select or confirm the property.
-
Change From Contact: Click to open the Contact search, select a contact to update.
-
Change To Contact: Click to open Contact search, select the contact you want to replace with.
-
Update Options: Select the check boxes that correspond to the entities to update the contact.
-
Activities: All future activities.
-
Blocks:All future business blocks.
-
Reservations: All future reservations (Available when the Reservation Contacts OPERA Control is active).
-
-
Make Primary for All: Select this check box to make the new contact the primary contact for updated business blocks and activities.
-
-
Click Update Contacts.
Parent topic: Data Management