Copying entities
If you are adding a new entity with information similar to an existing one, you can save time by copying the existing entity.
This lets you avoid wasting time re-entering information that can be duplicated.
There are two ways to copy an entity:
-
On the Contacts workspace, click the More Actions button
in the entity's record row and select Copy.
- On an entity's detail page, click the More Actions button in the banner and select Copy.
The New Contact dialog opens with some fields filled in with the existing entity's information.
You can change any of the information that was copied over and fill in the rest of the new entity's information as usual .
Warning:
- When you copy an existing entity it also copies information from the original's Detail tab. You must review these values in the new entity after its creation to avoid contact information errors.
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