Hi Everyone,
Completely new to the platform so apologies if its a dumb question.
Is it possible within the CRM package to copy/clone the "Contacts" section in its entirety and run it as a new sectiion?
The project requires a standard Company/Contact arrangement but also a sub-contractor data base which would ideally operate independently.
Thanks in advance
Peter
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Dear Peter,
There is a possibility to export records to excel file.
There is also a possibility to import records to any object using ‘Data import’ feature.
If you are talking about the copying of the whole section (with its structure, resources etc), unfortunately, there is no such possibility to achieve it without additional development.
Such suggestion is already registered for our R&D team to be considered for further releases.
Best regards,
Diana Adams