You can easily duplicate the general tab information of a contact or vendor directly from their CRM page. 


Follow these simple steps:


Go to CRMView Contacts or CRMView Vendors.



Click on the name of the contact or vendor you wish to duplicate.



Access the Copy Option

  • Locate the Actions button in the top-right corner of the page.

  • Click on it to reveal a dropdown menu.

  • Select Copy Contact if you are duplicating a contact.

  • Select Copy Vendor if you are duplicating a vendor.




Select Copy Type

  • A pop-up window will appear, prompting you to choose the Copy Type.

  • Select whether you want to duplicate the general tab data to a new Contact or a new Vendor.

  • Click Save to proceed.


Review and Edit the New Entry

  • The page for the newly created contact or vendor will automatically open.

  • Review the duplicated information and make any necessary adjustments.


By using the Copy feature, you can streamline data entry, save time, and improve CRM efficiency effortlessly.