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Getting Started > Working with Records > Copying Records

Copying Records

For most record types, you can create a new record by copying an existing record. When you copy a record, the values in certain fields in the record are copied to the new record. Your company administrator determines which field values are copied to the new record. However, any links between the record that you copy and any other records are not copied to the new record.

When you copy a record, you can change the values that are copied to the new record and add values in the fields where the values were not copied from the original record.

The following procedure describes how to copy a record.

To copy a record

1. Find the record that you want to copy.

   For information on finding records, see Finding Records.

2. In the List page for the record type, click the name link of the record that you want to copy.

   TIP: For many record types, the Copy option is available on the List page. If it is available, select the Copy option on the List page, and then skip to step 4.

3. In the Detail page for the record, click Copy.
4. In the Edit page, enter the details for the new record.

   You can edit the values that were copied from the original record and enter values in the empty fields.

5. Save the new record.