Clone a Record

Cloning provides the ability to duplicate records quickly and easily. This is a useful feature when entering multiple new records, and should be considered when most of the data fields contain the same information, and only one or two fields differ. Cloning improves efficiency of data entry.

To clone a record:

1. From an open record in any object, click the [Clone] button

   A new, duplicate record is created - each field is automatically populated with the data from the original record.

2. Change the contents of any field, as desired
3. Click [Save]