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Duplicating Records

Records can be duplicated quickly and it makes adding new data easily.

To duplicate a record, click on the extended options menu "..." and select "Duplicate" Duplicate Record

The Duplicate Record Options dialog opens and shows a few options for duplicating

Duplicate Record Options

You can either skip the attachments when duplicates, or link to existing attachments from the new record or duplicate the attachments.

OptionDescription
SkipNo attachments are duplicated
LinkAttachments are not duplicated, just existing attachments are linked to the new record.
DuplicateAttachments are also duplicated completed. This is equivalent of copying the entire record with its attachments and creating a brand new copy