Duplicating an existing Clients is useful when you have a number of similar contacts (such as those from the same company) that need to be entered into CRMHaven.
- Right-click on an existing Client and choose Duplicate Selected Client. A new Client sheet will appear with all the details of the selected Client but with a new Client ID.
- Enter the Client’s details.
- Click the Update button to close and save the changes.
Options
See the Editing Clients section for more details on each tab’s fields.
If you have Clients already in a spreadsheet it may be faster to use the Import feature.
If the Client details came in a letter or email you can open a new Client record, highlight the details in the letter or email and drag and drop the details individually into each field.