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V3: How to copy contact details with one click
V3: How to copy contact details with one click

Click to copy main contact details from where you are. No hunting. Fewer interruptions. Click and go.

Anne Heath avatar
Written by Anne Heath
Updated over 11 months ago

2023.01.16

We have added the ability to copy contact details with one click. For people, we have added the ability to copy names, phone numbers, emails, and addresses with one click. For groups, it’s the group name. This is a timesaver for PastorsLine users.

This article shows you some of the main places in which you will find this click and go option.

Note: The field must have data for Copy to be an option. If the address is blank, for example, you will only see Edit.


Messages

Click on the message you wish to work with.

Here is an example of an individual with no duplicates.

Hover over the name to reveal the copy option. Same for phone number, email, and address.

Here is an example of an individual with duplicates.

If there are duplicates, you will need to choose which person you want to see.

How do you know there are duplicates?
You will see the following message: Duplicate profiles with the same number (see blue box in image to the left).

Click the person listed to reveal below them the other people sharing that same number. On the detail line of the person whose information you wish to see, click on the 3-dot Menu and choose Edit.

The screen will refresh to show the detail box. Hover over the name to show the Copy option. Same for phone number, email, and address.

Here is an example of a group message.

Hover over the group name to reveal the copy option (see image to the left).

You can also hover over the detail lines of the group members. Click on the 3-dot Menu of the person (or duplicate) you wish to work with and choose Edit (see images below). Continue as we discussed above.

People

Let's talk about People view. Click to copy works in both table and column view.

In table view, click on the detail line of the person with whom you wish to work.

A screen will appear on the right hand side to show the detail box. Hover over the name to show the Copy option. Same for phone number, email, and address.

In column view, choose (click on) the person with whom you wish to work to show their full details.

In the About tab, hover over the first name to show the Copy option. Same for last name, phone number, email, and address.

Groups

Now for Groups view.

Choose the group with which you wish to work.

The screen will refresh to show the detail page. In the About tab, hover over the Full Group Name to show the Copy option.

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