Technical Support

Tips and Tricks



Tips and Tricks - Business Pak



Duplicate a Record:

While entering multiple records for the same company, use the Duplicate button to save time and to ensure data accuracy.

  • Click on the Address Book button on the customized toolbar.
  • Select the View Address Book option.
  • Query the database for the record you need.
  • All the records that match your criteria will be displayed in the Query Results Name section.
  • Select the name to duplicate and press Alt+A or click on the Address tab.

The following screen will appear:

  • Click Duplicate.

The following prompt will appear:

  • Select the appropriate options then click OK.
  • The cursor will highlight the first name of the duplicated record. Edit as appropriate.
  • Click Save when you are done.