The Replace Contact function replaces all occurrences of a selected Contact with the active Contact. The replaced contact can then be deleted. Use this function to replace incorrect or duplicated contact entries.
If you are merely making corrections to contact information, you need only change the corresponding fields of the Contact. The changes are reflected in all cases where the Contact is used.
NOTE: You must have permission to Replace Provider under Special Permissions to perform this function.
NOTE: If you replace a Contact that is currently linked to QuickBooks SDK using the Neos integration with a Contact who is not linked, the link will be broken and that Contact will no longer be linked to the vendor in QuickBooks.
If the name is linked in QuickBooks SDK, you must first unlink it to Replace/Delete the Contact in Neos.
To replace a Contact:
Open the General Tab of the Contact you wish to replace.
Click the Actions menu and select the Replace Contact option.
Use the Select a Contact window to locate the name you wish to replace the active contact with.
Verify you have selected the correct contact on the Replace Provider Confirmation message.
Click the Yes button to proceed with the Replace Contact process. Any occurrence of the active Provider will be replaced with the Provider selected from Search.
Click the No button to abort the Replace Contact process. You will be returned to the General Tab.
5. After the active Contact has been replaced, you have the option to delete the replaced Provider.
Click the Yes button to delete the replaced/original Contact permanently from Neos.
Click the No button to keep the replaced/original Contact. The contact and information will remain in Neos but will no longer be linked to cases, messages, intakes, etc.
6. A success banner will display when the process is complete.
