How to clone contacts

To clone a contact in OnePageCRM, it must first be associated with an organization.

The cloned CRM 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.

Open the contact you wish to clone.

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

OnePageCRM | Contact profile | Organization view panel is expanded | The 3 -dots menu for a contact in the pop-up has been opened and

This will create a new contact under the same organization with details from the original contact inherited, such as:

Organization

Phone number

Address

However, First name, Last name and Email will remain blank for you to complete.

Once the details have been updated as required, hit Save.

OnePageCRM | Edit contact view

Notes:

You can only clone one contact at a time.
In order to clone a contact, it must have an organization name in your CRM.
You can edit the inherited details if needed.

How to clone contacts

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