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Fundamentals > Working with Data > Common Record Tasks >

Copying a Record

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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 an existing record

Select the record you want to copy.
Click the menu button, and then click Copy Record.

A new record with the copied information appears.

Change the necessary fields.

NOTE:  You can also copy a record using keyboard shortcuts. For a list of keyboard shortcuts, see Keyboard Shortcuts.

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