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Copy a contact, company and deal

Chad Root

As a CRM user, I really want to be able to copy a company, contact and deal in order to create a new, but only slightly different, record. This would be especially helpful on mobile as well.

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Thank you for your feature request!

We'll leave this up to see if there's more interest, but at the present time we are not planning to add this. It would require a change to our methods of auto-saving records. Currently, you cannot copy a record with the relationship intact if that record is involved in a one-to-one or one-to-many relationship. The record exists, so the creation of the duplicate record will fail.  

Frank Hagan
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