| FAQ 1076: How can I copy my client contacts from one client to another? |
Is there a way I can copy of the client contacts from one plan to another? We have a MEP plan of which all have the same contact (like 10 of them) and it would be nice to not have to reenter those each time.
From the contacts page on PensionPal, Select the contacts you would like to copy, right-click over the contacts, click copy to another client, and then select the client you would like your contacts copied to.