To facilitate quick data entry, Neos can copy the address, including the city, county, state, country, zip code, and phone numbers from any name that exists in your Neos database to an active contact.
NOTE: You must have Enabled and Modify permissions to Provider > Provider Tab.
To copy address and phone information:
Open the existing contact to which you wish to copy address and phone information.
On the General Tab, click the Actions menu and select the Copy Address and Phone Numbers option.
The Select a Contact window will display. Locate the name from where you want to copy address and phone numbers and click the Select button.
On the Choose Addresses and Phone Numbers window, select the address(es) and/or phone number(s) you wish to copy to the active contact. When a check box is selected, you have the option to change the Address Type or Phone Type when copying to the active contact. Click the Save button to keep your selections.
Confirm your selections on the following message.
NOTE: If an address or phone number of the same Type already exists in the active (destination) contact, that data will be overwritten with the data selected on the Choose Addresses and Phone Numbers to Copy From window.
Click the Yes button to proceed with the selected addresses and phone numbers and copy to the active contact. Existing data with the same Type will be overwritten with the selected data.
Click the No button to abort the copy addresses and phone numbers process.
6. Review the information copied to the active contact and click the Save button to keep the changes. Changes can be reverted before Save is clicked by selecting the Discard button.