Copying Addresses and Phone Numbers
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Copying Addresses and Phone Numbers Overview
You can copy addresses and phone numbers from any name in Advisors Assistant to another name, saving you time with data entry.
You can copy regular addresses, email addresses, web addresses, and phone numbers from one name to another.
How To Copy Addresses
1.Open the Address Lookup Screen, Email Address Lookup Screen, or Web Address Lookup Screen depending on what type of address you are copying.
2.Highlight the address you wish to copy.
3.Click the Copy To Button located at the bottom of the screen.
4.The Lookup Name Screen will open. Enter the name to which you wish to copy the address.
5.The Add Address Screen will open, with the Greeting and Contact information changed based on the name to which you are copying. Edit the screen to how you wish it to appear for that contact name.
6.Click OK to save the address to that contact name.
You can copy any phone number to another name in Advisors Assistant.
How To Copy Phone Numbers
1.Open the Phone Number Lookup Screen.
2.Highlight the number you wish to copy.
3.Click the Copy To Button located at the bottom of the screen.
4.The Lookup Name Screen will open. Enter the name to which you wish to copy the phone number.
5.The Add Phone Number Screen will open, with the Greeting and Contact information changed based on the name to which you are copying. Edit the screen to how you wish it to appear for that contact name.
6.Click OK to save the phone number to the new name.
See Also