Copy Internal Contacts to an Enquiry

To save time, you can copy internal contacts from another entity record to a project enquiry. For example, you can copy contacts assigned to a similar enquiry or project.

To copy internal contacts to an enquiry:

1. Navigate to the enquiry.
   You can search for enquiries using the Search Enquiries link in the Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the Personal Zone.
2. On the Internal Contacts band, click .
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.