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Can I copy details from one contact card to another?

If a client contact has multiple contact cards, you can copy details across from the primary contact card to other cards.

Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over 3 years ago

You can copy details from one contact card to another in 3 easy steps:

  1. First, create a new contact card by clicking "+", then click "View card" and Save.

  2. Click "View card" again and select Populate with details from their primary contact card (starred).

  3. Click Edit to populate with additional details and save.

All details, except for role and organization, will be copied across.

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