Copy a Contact Record

You can copy and modify an existing contact record to create a new record.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

Copying a contact with attached documents does not copy the documents to the new contact.

To copy a contact record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Contacts.
2. On the Contact Info Center form, select the contact record.
3. Click New and select Copy Current Contact. Ajera CRM copies the selected contact record to a new contact record.
4. Edit the contact information and specify a unique identifier for the new record.
5. Click Save.