Duplicating company records

ACT! Premium Web 2005 Server

Duplicating company records

You can easily create a duplicate company record from an existing company record. Once the company information is duplicated, you can edit the company name and description, add divisions, and add new members.

To duplicate a company record

  1. Display the company record that you want to duplicate.

  1. From the Groups menu, point to Companies, and then click Duplicate.

  2. In the Duplicate Company dialog box, select Duplicate data from primary fields or Duplicate data from all fields, and then click OK.

The Company Detail displays.

  1. In the Company name field, type the new company's name.

  2. Complete other fields as necessary.

  1. You can create a division and add/remove contacts to/from the company.