Copy External Contacts to a Project

You can copy external contacts from another entity record to a project. For example, you can copy external contacts assigned to a similar enquiry or project.

To copy external contacts to a project:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
2. On the Organizations and Contacts band, click Copy Contacts.
3. On the Copy Contacts window, use the first list to select the record type that you want to copy contacts from.
4. In the Filter Entity Name field, type the name of the record that you want to copy contacts from, or select it from the list.
5. From the list of available contacts that displays, select each contact that you want to copy.
6. To exclude contact roles and statuses from being copied for the selected contacts, select the Exclude Contact Roles and Details check box.
7. Click Copy Contacts.