Contacts - Ability to copy a contact
It would be great to have the ability to copy a contact in order to create a new one We often have the same agent representing various clients, and creating a new contact for each one is cumbersome. The option to copy an existing contact (making changes to the name or account number but keeping the address, bank details etc) would be extremely useful.
Robyn Calloway-Wardle
shared this idea
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Alex Madge
commented
Hi team, came across this problem myself and agree it would be great functionality. As a work around, I exported all contacts, deleted all except the one I wanted to copy. Made the changes in the CSV and reimported. Hope that helps.
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Kerry Timeus
commented
Completely agree - I have the same client with different addresses and they want different invoices so have to enter all in individually - copy would be so much easier as only the address changes
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Zoi Galanos
commented
Agree, I am surprised it is not an option
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James Sutton
commented
Such a basic function that I am surprised it is not an option