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Copying information from one party to another

If you only want to COPY information from one party to another, select your Source and Destination parties, and check off the fields you want to copy from one party to the other; then, click on the Merge Parties option.

You will see the following warning:

Click OK. Your parties will still be in your record, but the information in the Destination party will now be updated according to the fields selected.

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