How to Duplicate a Contact Person

View - Contacts - Company contact - Duplicate Company contact

By using a simple wizard you can duplicate a contact person from one contact to another as well as bringing the contact information with you.

How to duplicate a Contact Person

1. Enter the Contact person card for the person you wish to duplicate.

2. Click Duplicate Contact Person.

3. Mark the contact you wish to duplicate the contact person to.

4. Click Next.

5. Select which information you want to be duplicated to the new Contact person by ticking or un-ticking the relevant boxes. Check whether or not to inactivate the contact from which you are duplicating from.

6. Click Complete.

The contact person has now been duplicated.

Read more about:

User Settings for Contact Person