Why when I click add recipient is XYZ being copied?

You can set the items that are copied when clicking add recipient by changing your add recipient settings.

1. Go to PM Tools->Preferences

2. Navigate to the Record Creation tab

3. Then navigate to the Add Recipient/Duplicate/Copy To All tab

From this screen you can enable or disable certain groups of fields for either the Add Recipient Button or the Duplicate Button

When you have finished click the Close button on the top left of the Preferences window.