Copy an Address Book Entry
To complete this procedure, you must have the Insert permission for Address Book entries. To copy the associated opportunities, customer service cases, notes, or documents you must also have the Insert permission for each type of entry.
Use this procedure to create a new Address Book entry from an existing Address Book entry. You have the option of copying all opportunities, customer service cases, notes, documents, appointments, and tasks associated with the entry.
- Click on the Address Book entry to make it the current entry.
- Select Edit > Duplicate Current Entry.
The Duplicate Entry dialog box opens.
- Select the entries that you want to copy to the new entry, and click OK.
- Opportunities duplicates all opportunities associated with the current entry.
- Customer Service cases duplicates all customer service cases associated with the current entry.
- Notes duplicates all notes associated with the current entry and any notes associated with duplicated opportunities or customer service cases.
- Documents duplicates all documents associated with the current entry and any documents associated with duplicated opportunities or customer service cases.
- Appointments and tasks duplicates incomplete appointments and tasks associated with the current entry and any incomplete appointments and tasks associated with duplicated opportunities or customer service cases.
