To clone a contact in OnePageCRM it must first be associated with an organization. The cloned contact will inherit the contact details of the contact you have selected to clone. However, the last name, first name, and email fields will be blank for you to complete with the new contact details.
How to clone a contact in OnePageCRM
1
Go to your
Action stream → Click on the
contact you wish to clone.
2
In the contact view
→ Click on the
Account View icon.
3
In the Account view pop up, select the
Options button
→ click
Clone.
4
This will create a
new contactwith details from the original contact inherited such as organization, phone number and address. However
First name,
Last name and
Email will remain blank for you to complete.
5
Add a
First name,Last name,Email and amend the other details if you wish
→ click
Save.
6
A new contact will be created under the same organization.
NOTES
You can only clone one contact at a time.
The contact must have an organization name in order to clone a contact.
