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MS Office Forum / Outlook / Business Contact Manager / May 2008How do I copy/dup. an existing business contact record in Business
I'm trying to find out how I can duplicate an existing business contact record. When trying to copy the record and then pasting it, I received a message that says cannot support this operation. Is there anyway to copy/duplicate an existing business record account into a new one? Reason I am needing to do this is that I have multiple business contacts that need to be created for a particular business and I don't want to have to create a "new" business contact record each time and have to re-enter all of their company info. again. Anyone out there on this one? I too need to know how to do this. Surely MS foresaw this need? Please tell us yes! > I'm trying to find out how I can duplicate an existing business contact > record. When trying to copy the record and then pasting it, I received a [quoted text clipped - 4 lines] > "new" business contact record each time and have to re-enter all of their > company info. again. Well, it's a little screwy but copy the BCM contact into Outlook contacts, then copy it back into BCM. Doing it that way makes BCM think it's not a duplicate and it will allow it. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com > I'm trying to find out how I can duplicate an existing business contact > record. When trying to copy the record and then pasting it, I received a [quoted text clipped - 6 lines] > "new" business contact record each time and have to re-enter all of their > company info. again. Thanks Lon - big surprise that it would require a screwy fix - pretty much par for the course from what I've experienced during my several months trying to learn how to use this product. Frankly, I wish I'd never read your article to switch from ACT! - But I guess it's easy to forget how bad ACT! had gotten! It's amazing with all the "intelligent" people who no doubt developed and upgraded BCM that so many of the problems I read about on here could not have been thought through BEFORE they released the 2007 edition. I mean after all, they've had 4 years from the original relaease date to get this right. What happened to focus groups and customer research? > Well, it's a little screwy but copy the BCM contact into Outlook contacts, > then copy it back into BCM. Doing it that way makes BCM think it's not a [quoted text clipped - 21 lines] > > "new" business contact record each time and have to re-enter all of their > > company info. again. > Thanks Lon - big surprise that it would require a screwy fix - pretty much > par for the course from what I've experienced during my several months trying [quoted text clipped - 33 lines] > > - Show quoted text - DGS and P Fruin, can you please explain what problem you are trying to solve, in wanting to duplicate contacts? In DGS's case, it appears he wants to link the same contact to multiple accounts. Since that is not possible in BCM 2007, he wants to copy the contacts over. Do I have that right? If not, please do explain. And P Fruin, why are you wanting to duplicate contacts? Thanks, Chris [msft] Chris, I think DGS and I are asking, at least partially, for the same reason. We want to duplicate a contact with much of the same information as an existing contact except maybe the name or some other fields. With a duplicate feature we can have almost all the new information entered without having to retype it and then can change the fields that we want to change. > > Thanks Lon - big surprise that it would require a screwy fix - pretty much > > par for the course from what I've experienced during my several months trying [quoted text clipped - 42 lines] > > Thanks, Chris [msft] Yes! I need to do that too!!!!!! > Chris, > [quoted text clipped - 69 lines] >> >> Thanks, Chris [msft] OK, I hear you. You're asking for a "clone" function, where you copy a record, changing only that field that should be unique (say, full name for a Business Contact) and other fields that you want to change. OK, got it. Will definitely consider for future release. In the meantime, the more info we get from you guys (our customers, after all) the better. How frequently you would want to use this? Business Contacts, yes. Also Opportunities, I imagine. Clone Accounts, too? And when you do clone, would you want to always change the same fields (say, name and job title), or different fields each time you clone? Thanks all for your input Chris [msft] You got it Chris - at least from my perspective. I don't use this function all that often but when I need it, I NEED IT! It's silly to have to duplicate work that essentially already exists! That is one of the beauties of computing! Wen I do clone, it would primarily be the same fields, but you need to flexibility to change all if needed! Don't shortcut this! I only use for Business Contacts because I've not yet figured out how to work with Accounts or Opportunities! Paul > OK, I hear you. You're asking for a "clone" function, where you copy a > record, changing only that field that should be unique (say, full name [quoted text clipped - 12 lines] > > Chris [msft] Future release? It is my understanding that this is a current feature! According to the help file... "You can create a new contact (contact: Person, inside or outside of your organization, about whom you can save several types of information, such as street and e-mail addresses, telephone and fax numbers, and Web page URLs.) from an existing contact by using the existing contact as a template, and then changing any of the information, as necessary. Follow the steps below or watch the short demo." however when I follow the steps I get the following error message. "Cannot copy the items. The folders you are trying to change do not support this operation. Could not complete the operation because the service provider does not support it" Is this a know bug, and is it being addressed? > OK, I hear you. You're asking for a "clone" function, where you copy a > record, changing only that field that should be unique (say, full name [quoted text clipped - 12 lines] > > Chris [msft] Thank goodness it's not just me, I followed the tutorial, did the ctrl+c ctrl+v and got the same message ' 'The folders you are trying to change do not support this operation. Could not complete the operation because the service provider does not support it."' Incredible that this simple task, WITH A TUTORIAL, so I guess it is supposed to work, doesn't. FIX please MS, I need this all the itme and I've only had BCM for two weeks > Future release? It is my understanding that this is a current feature! > According to the help file... [quoted text clipped - 31 lines] > > > > Chris [msft] |
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