Copying or Sharing Contacts
To copy or share information from an already existing contact
1. In the Add Contact window, click Select... next to Select Contacts.
2. You can either select a contact from the list of contacts displayed or search for a particular contact using a keyword.
To search for a contact, type the keyword and click Search. The search is performed across Role, Last Name, First Name, E-mail, Country, Address, and City fields. The contacts that match the criteria is displayed and you can select the required one.
3. Do one of the following:
Click
Copy Contact. This copies information from the selected contact to the new contact. You can modify the fields before saving the new contact.
Click
Share Contact. This shares information existing in the selected contact with the new contact. You cannot modify the fields before saving the new contact because the same information is shared among various partners.
Note:
To modify a contact that is shared among different partner profiles, search for the contact in the
Contacts tab and click
to modify. Any changes made to the contact will affect all the partners who share the information.