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Creating a Secondary Contact with Identical Information

New Member
Posts: 7
Country: United Kingdom

Creating a Secondary Contact with Identical Information

Hi, I often need to create secondary contacts in my database, who in general share 95% of the contact information as my primary contact (all bar email and sometimes telephone number).

 

Is there a way to duplicate all the main contact information held on the primary contact?  I am currently having to re-key all this info into the create secondary contact box, company name, address etc... this seems quite a laborious process! 

 

Any suggestions welcomed - thanks!

Nickel Contributor
Posts: 241
Country: United States

Re: Creating a Secondary Contact with Identical Information

Just a few thoughts. One would be to simply leave the fields blank, and make that assumption that unless otherwise populated the information is identical. Secondarily rather than retyping it, simply highlight the data, ctrl+c to copy and then ctrl+v to paste.