Copy Internal Contacts to a Project

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

To copy internal 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. In 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, enter the name of the record. When the record appears, click it to select it.
5. From the list of available contacts that displays, select each contact that you want to copy.
6. Click Copy Contacts.
   When you copy contacts from one record to another, any associated roles and statuses are also copied. If you want to update a contact's role or status, click .