B2C Service lets you copy a record to use as a
starting point for creating another record.
Assume you have a contact record that is associated with
an organization. When you add another contact from the same organization,
you might want to copy the original contact and edit the names to
avoid having to re-enter organization information.
Do one of the following:
With a report open on the content pane, right-click the record you want to copy and select
Copy. The Copy window opens.
With the record open, click Copy on the ribbon.
Select the option for each of the data items you want copied
with the record.
Copy Options for Each Type of Record
Record Type
Copy Options
Answer
Access Level—Select from drop-down list.
Language
Status—Select from drop-down list.
Copy File Attachments
Copy Notes
Create Sibling Relationship—Select this check box to create a sibling relationship between the
answer and the copy.
Save and Close Copies—Select this check box to automatically save and close copies of
answers.
Asset
No copy options display when copying an asset record.
Contact
Notes
File Attachments
Contact Lists
Incident
Threads
Incident Contacts
File Attachments
When copying an incident, the original reference number is
prepended to the incident subject of the copied incident for identification
purposes.
When copying an incident that is associated with a social channel, the thread type is
automatically set to Email.