How to clone a contact in OnePageCRM

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 or Contact Page → click on the  contact you wish to clone.

2
In the Contact view → Click on the arrow in the Organization View icon → select the Options menu (three dots) → click Clone.

3
This will create a new contact with 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.
Add a First name, Last name, Email address and amend the other details if you wish → click Save.


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.
  • You can edit the inherited details if needed.
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