Bookmark this page Print this page

Clients, Copying A Record (For Spouse)

You may wish to copy a record so that you can re-use it for a child or spouse living at the same address. Starting from the original record…

You’ll get a copy of the original, but with clear fields for the search name, the first address line, salutation and birth date. Note the option to copy the mailshot fields, if selected, would also copy the values in the 12 user-definable mailshot fields towards the bottom of the screen.