Create a new Business Contact from an existing one

R

Rex

Hello,

Did you ever figure out how to duplicate a contact's record. I'm just
starting out with BCM and am looking for same answer.
rex
 
K

KenRoy

No, if you do please let me know.

Rex said:
Hello,

Did you ever figure out how to duplicate a contact's record. I'm just
starting out with BCM and am looking for same answer.
rex
 
C

Clinton Ford [MSFT]

There are a number of ways to do this:
1.) Export the contacts you like, then import and allow duplicates.
2.) Copy the Business Contact to an Outlook Contacts folder, then move it
back to the Business Contacts folder
 
K

KenRoy

Seems like alot of work. I'm on a contact and want to create a new contact
with all the same information but his name and e-mail. In every other
contact manager (ACT, GoldMine, etc.), they make it very easy to do this by
just copying the contact I'm on and then changing whats different.
 
D

dcox94

Seems like alot of work. I'm on acontactand want tocreateanewcontact
with all the same information but his name and e-mail. In every othercontactmanager (ACT, GoldMine, etc.), they make it very easy to do this by
just copying thecontactI'm on and then changing whats different.





- Show quoted text -

Outlook 2007:
If it is a personal contact: from the contact list, click the contact
then ctrl+c then ctrl+v
Or you could hold the ctrl button and drag the contact to the contact
folder.
Or click the "Office Button" >> Move >> Copy to folder.

You can also use the methods losted above to move/copy contacts
between business and personal contacts.

However (in my installation), this method doesnt work to copy a
business contact to a duplicate business contact. (I get an message
saying "..the service provider does not support it." Not sure what
this means.).

But you can create a duplicate business contact by copying it to the
personl contact folder and then copying it back to the business
contact folder.
 
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