Contacts - Clone a Contact

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Contacts - Clone a Contact

 

Existing contact attributes can be duplicated using the 'Clone' function on the Contact Summary screen.

 

 Summary                                                                                                                                    

 

 

Click icon (if visible) in the 'Action' column of the Summary table, next to the contact you wish to duplicate.

 

The following prompt will appear:

 

 

 

 

Click the desired 'Owner Type' for the new group - 'Personal' or 'Shared'.

 

The New Contact screen will be displayed, allowing you to amend the duplicated attributes as required.

 

Click 'OK' to create a clone of the contact. This will now appear in the Contact Summary.