[Insightly Classic] Copying an organization's address to a contact

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

When you need to copy the addresses and phone numbers of an organization to a contact that it's linked to, you can use Bulk Edit. This will copy the information to empty address and phone number fields, so it won't overwrite existing contact information.

  1. Go to the Contacts tab
  2. Tick the checkboxes next to the contacts you'll be updating
  3. Click the Bulk Edit icon
  4. Choose Copy Phone Numbers from default linked Organization to Contactor Copy Addresses from default linked Organization to Contact
  5. Click Save Bulk Edits

The contacts with no addresses or phone numbers will be updated with their related organizations' information. Existing contact information will not be overwritten.

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