Creating a Copy of a Contact

See Also

Permissions Required

Edit Contacts - To Edit Contacts.

Creating a copy of a Contact helps save the effort spent in entering data for the new Contact. For example, when you want to add multiple Contacts sharing the same address details to an Account, you can create one Contact and then create copies of that Contact.

Creating a copy of a Contact duplicates the Categories and the Properties of the existing Contact, except the following Properties:

•   No. of Interactions

•   E-mail

•   Date of birth

•   Created

•   Last used in Campaign

•   Last Mailer sent on

•   Source

•   Base cost

•   External Data Source

•   Mobile

•   Send Mailers, where the default value is Yes

•   Block Contact e-mail, where the default value is No

•   Message type, where the value is Text & HTML Type by default

To Create a Copy of a Contact

1.  Open the required Contact.

2.  From the File menu, select Create Copy.

- OR -

Press Ctrl+Shift+R.

A copy of the Contact is displayed in the new Contact window.

Note  If you copy a Contact containing a Mandatory Unique Property, the Property value in the new copy of the Contact will be blank.

To Open a Contact

1.  In the Home Workspace, select Contacts from the Object Selector.

- OR -

Go to the My Contacts Workspace or any Contact-based Workspace.

2.  Using the Teams, Users, or the Search tab, locate the required Contact. Click the Contact ID link or double-click the Contact.

- OR -

Press Ctrl+G. In the Goto Contact dialog box that is displayed, type the Contact ID.

Click OK.

The Contact window is displayed.

Note  If Team-based security is enabled for the Contact Object, and you create a copy of a Contact, the copy will be shared with the Teams to which the logged on Talisma Client User has access. For example, James, is shared with Team A, Team B, and Team C. A Talisma Client User, Samantha, has the Share Contacts Permission and has access to Team B, Team C, and Team D. In this scenario, when Samantha creates a copy of Contact James, the copy is shared only to Team B and Team C. In a scenario where Samantha does not have the Share Contacts Permission, the copy of the Contact is shared with the Primary Team of Samantha. For more information about Team-based security for the Contact Object, contact Talisma Product Support.