Copy Contact
Amanda Aparicio
Ability to click on a button to copy the contact information to be pasted into new contact for a different client
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Autopilot
Merged in a post:
Copying and Pasting full contacts
S
Susette Ferro Valdes
It would be extremely convenient to have an option to copy and paste the full contact information as a package from one client to the other. For example, when you have the same contact for two different clients or entities, like an individual who owns or manages multiple clients, instead of having to enter the contact info repeatedly which can be time consuming and increase the chances of errors, being able to copy a full contact with a click, would be a huge time saver.