This article has been updated based on feedback from a partner.
As a result of a conversation I had with a colleague at the Asian conference I have uploaded a sample ASP page that shows how you can clone a Person record. The sample ASP page demonstrates the code needed to copy a person record and all the associated information. The ASP page partly solves the issue that when a person moves company you should keep the existing person record linked to the company, to maintain integrity and business context for the opportunity, cases, communications etc.
Note: You will need to be a member of the Developer Program to down load this file.
To download the file go to
To implement add a 'Clone Person' button to the personsummary screen, you will need to follow these steps.
1) Unzip the download file and place the "switchcompany.asp" file in the CustomPages folder.
2) Create a new Button Group (e.g called Person Buttons) for the system action "personsummary".
3) Add a customfile action to the Button Group that calls "switchcompany.asp".
Personal, Home addresses and phone numbers are copied. Once the record is created the business addresses will need to be assigned. A good tip would be to then use the Address Link feature added in Sage CRM 6.2.