Clone a contact

Within the Admin portal, you have the option to clone a contact. When you perform this action, Client360 creates a new contact with the same permissions as the one you cloned.

Perform the following steps to clone a contact.

1. Select Actions () on the card for the contact you want to clone.

2. Select Clone Contact.

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3. Complete the General Information tab.

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5. Select Next.

6. Review the Portal Information tab.

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8. Select Next.

9. Review the Inquiry Notification settings for the contact.

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11. Select Submit.