How can I Duplicate Contact Information?
Often times you may need to add a new Contact with the same information as an existing Contact. Instead of manually copying and pasting their details, including phone numbers, email, and addresses, you can simply close the existing Contact and make any changes you need to from the new one.
To duplicate a Contact, go to the main Contact section
and click on the three vertical dots to the right of the contact card.
Select "Clone Contact."
This will create an exact duplicate of the Contact which can be edited based on your needs.
Contacts will be duplicated based on the information in the original. A Person Contact can not be duplicated into a Company, and a Company can not be changed to a Person.
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You can remove a Contact from a Matter in the Contacts tab of that specific Matter. As seen below, select the menu button of the Contact and click Remove from Matter.
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