| To complete this procedure; you must have the Insert permission for Address Book entries. To copy the associated opportunities; customer service cases; notes; or documents you must also have the Insert permission for each type of entry. |
Use this procedure to create a new Address Book entry from an existing Address Book entry. You have the option of copying all opportunities; customer service cases; notes; documents; appointments; and tasks associated with the entry.
- Click on the Address Book entry to make it the current entry.
- Select Edit - Duplicate Current Entry.
The Duplicate Entry dialog box opens.
- Select the entries that you want to copy to the new entry; and click OK.
- Opportunities duplicates all opportunities associated with the current entry.
- Customer Service duplicates all customer service cases associated with the current entry.
- Notes duplicates all notes associated with the current entry and any notes associated with duplicated opportunities or customer service cases.
- Documents duplicates all documents associated with the current entry and any documents associated with duplicated opportunities or customer service cases.
- Appointments and tasks duplicates incomplete appointments and tasks associated with the current entry and any incomplete appointments and tasks associated with duplicated opportunities or customer service cases.