How to Duplicate Contacts in one Client and Copy them to Another Client

OVERVIEW:

If you are ever wanting to copy the contacts from ONE CLIENT to another then follow these steps.

STEPS:

1. Go to https://creatorapp.zoho.com/100rails/goscaffold/#Report:Contacts_List

2. Search for the Company you want to filter

3. Tick all the CONTACTS you want to Duplicate and Click DUPLICATE on the button at the top.

4. Once you have the duplicated Contacts you should tick all the contacts that are at the bottom of each one like below and then click EDIT

5. After you click EDIT then select the Client Connected To field from the list (as below)

6. And Click the blue APPLY button and it will change all the Contacts to the NEW Client you selected. They will disappear from the list as you are still filtering for the OLD client, but simply click the X button on the filter and all the contacts will reappear.

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