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Status Planned
Created by Guest
Created on Apr 20, 2021

Cloning Bid Contacts

When cloning a project, is there a way to include the Secondary level contacts? Appears to bring over only the primary.
On the SETUP-SETTINGS tab, under Contacts, we can set Primary and Secondary “Bid Contact Types”. That’s where the issue is.

 








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Yes - I can make this happen with a simple code change. Right now we are explicitly excluding non-primary contacts, but I'm not sure why and agree we shouldn't.