Fundamentals > Common Record Tasks >

Copying Records

If a significant amount of data in a new record you want to add is similar to the data in an existing record, it may be more efficient to copy the existing record and then modify the copy.

To copy a record

1. Find and select the record you want to copy.
2. Click the menu button, and then click Copy Record.

   A new record with the copied information appears.

3. Make your changes and step off the record to save your changes.