Duplicating a contact
You can duplicate a contact for another account. This is useful if a contact joins another company and you require to associate the contact with both accounts. If you require to associate the contact with only the new account you can move the contact to that account. See Moving a contact
You can also choose to duplicate or move other information from the original contact to the new contact. To get the details as to what happens when a contact is duplicated, see What happens when I duplicate a contact?
To duplicate a contact:
- Find the required contact to duplicate. See Using the Contact list view
- Click Duplicate on the Contact detail view.
- Click the , and select the account that must be associated with the duplicate contact.
- Select Associate the contact in the target account with the source contact to create an association between the contacts.
- Select Use the target account's address and phone number information if you require to replace the contact address and phone information with the target account default information.
- Select the items that must be moved from the original contact to the new contact under Move the following.
- Click .