"Copy" Key Contact to Auto-Fill When Creating a New Contact
Summary of the enhancement?
Ability to "copy" a Key Contact when generating a new one so that the address and phone numbers are auto-filled
What is the business problem?
Currently when you create a new contact, a large hefty box pops up on the screen (which you can't move around), the screen behind the new contact box goes opaque and you cannot see the address of the other contacts to copy from. We deal with a large amount of contacts on each account which are often times in special formats with International addresses. Each time we create a new contact we are having to write down with a pen or type it out on another screen to remember what to type in to the new contact. There are other programs that allow the ability to copy a contact when creating a new one, which is great, and saves a lot of time.
What is the business impact?
Time. Time = Money 🙂
What is the proposed solution (if available)?
Create a hyperlink under each key contact that allows us to copy existing contact and create a new one.
Edit Delete Copy Contact to Create New
give us the ability when creating a new contact to select a current key contacts address/phone number
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